See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,778 | $92,055-35.1% | $106,213-43.7% | $77,643-23.0% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 11.92% | 17.91%-6.0pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,206 | $3,367-34.5% | $3,171-30.4% | $2,726-19.1% |
| Participant deferral / active EE | $4,361 | $5,386-19.0% | $5,016-13.1% | $4,647-6.2% |
| Admin fee / account holder | $123 | $219-43.7% | $11,033-98.9% | $430-71.4% |