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 | $16,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,515 | $99,957-65.5% | $149,696-76.9% | $73,488-53.0% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 19.29% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,865 | $3,191-41.5% | $4,644-59.8% | $2,270-17.8% |
| Participant deferral / active EE | $5,838 | $6,073-3.9% | $6,842-14.7% | $3,740+56.1% |
| Admin fee / account holder | $109 | $551-80.2% | $9,309-98.8% | $513-78.8% |