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 | $3,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,454 | $100,923+6.5% | $150,045-28.4% | $74,304+44.6% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+14.0pp | 60.3%+35.9pp |
| Annual return | 21.91% | 51.77%-29.9pp | 62.55%-40.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $2,196 | $3,463-36.6% | $4,693-53.2% | $2,241-2.0% |
| Participant deferral / active EE | $11,202 | $6,709+67.0% | $7,997+40.1% | $3,767+197.3% |
| Admin fee / account holder | $15 | $2,767-99.5% | $13,435-99.9% | $2,969-99.5% |