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 9-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 | $4,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,811 | $62,624-10.9% | $177,989-68.6% | $77,643-28.1% |
| Participation rate | 86.5% | 66.8%+19.7pp | 77.1%+9.4pp | 70.6%+15.9pp |
| Annual return | 16.24% | 16.16%+0.1pp | 294.48%-278.2pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,412 | $1,909+26.3% | $3,949-38.9% | $2,726-11.5% |
| Participant deferral / active EE | $4,745 | $4,219+12.5% | $6,276-24.4% | $4,647+2.1% |
| Admin fee / account holder | $12 | $386-96.8% | $10,363-99.9% | $430-97.2% |