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 4-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 | $14,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,460 | $113,016-8.5% | $103,4760% | $74,495+38.9% |
| Participation rate | 88.5% | 80.8%+7.7pp | 80.5%+8.0pp | 67.2%+21.3pp |
| Annual return | 18.43% | 23.24%-4.8pp | 23.90%-5.5pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,301 | $4,881-32.4% | $4,672-29.3% | $2,623+25.9% |
| Participant deferral / active EE | $9,695 | $7,279+33.2% | $6,623+46.4% | $4,346+123.1% |
| Admin fee / account holder | $87 | $1,709-94.9% | $9,413-99.1% | $1,942-95.5% |