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 | $38,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,934 | $64,119-12.8% | $112,228-50.2% | $66,914-16.4% |
| Participation rate | 99.5% | 68.5%+31.0pp | 75.1%+24.4pp | 69.8%+29.7pp |
| Annual return | -16.75% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $951 | $3,005-68.4% | $3,635-73.8% | $2,544-62.6% |
| Participant deferral / active EE | $3,602 | $3,693-2.5% | $4,728-23.8% | $4,237-15.0% |
| Admin fee / account holder | $185 | $625-70.4% | $6,410-97.1% | $593-68.8% |