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 | $15,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,578 | $65,241-51.6% | $126,539-75.0% | $85,563-63.1% |
| Participation rate | 83.9% | 48.6%+35.2pp | 69.8%+14.0pp | 66.0%+17.9pp |
| Annual return | 22.07% | 42.19%-20.1pp | 425.95%-403.9pp | 31.51%-9.4pp |
| Employer contribution / active EE | $2,195 | $1,937+13.3% | $3,674-40.3% | $2,654-17.3% |
| Participant deferral / active EE | $4,708 | $3,032+55.3% | $4,083+15.3% | $4,375+7.6% |
| Admin fee / account holder | $15 | $1,031-98.5% | $6,065-99.8% | $834-98.2% |