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 | $43,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,909 | $100,227+9.7% | $169,993-35.3% | $74,419+47.7% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 21.04% | 66.08%-45.0pp | 53.37%-32.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,265 | $4,2630% | $6,785-37.1% | $2,637+61.7% |
| Participant deferral / active EE | $9,526 | $7,143+33.4% | $10,408-8.5% | $4,528+110.4% |
| Admin fee / account holder | $110 | $234-53.2% | $12,815-99.1% | $348-68.4% |