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 | $4,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,520 | $82,978-10.2% | $129,995-42.7% | $71,457+4.3% |
| Participation rate | 93.1% | 74.1%+19.0pp | 78.5%+14.6pp | 67.9%+25.1pp |
| Annual return | 17.85% | 20.60%-2.7pp | -137.18%+155.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,469 | $2,622-44.0% | $4,320-66.0% | $2,588-43.2% |
| Participant deferral / active EE | $4,005 | $4,432-9.6% | $5,820-31.2% | $4,289-6.6% |
| Admin fee / account holder | $18 | $1,729-99.0% | $10,614-99.8% | $1,587-98.9% |