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 5-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 | $22,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,717 | $56,485-47.4% | $185,823-84.0% | $86,799-65.8% |
| Participation rate | 79.3% | 65.5%+13.8pp | 81.7%-2.4pp | 72.3%+7.0pp |
| Annual return | 0.00% | 118.04%-118.0pp | 122.05%-122.1pp | 97.91%-97.9pp |
| Employer contribution / active EE | $1,007 | $1,843-45.4% | $5,167-80.5% | $2,405-58.1% |
| Participant deferral / active EE | $3,998 | $2,553+56.6% | $5,568-28.2% | $4,131-3.2% |
| Admin fee / account holder | $43 | $150-71.5% | $16,237-99.7% | $170-74.8% |