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 6-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 | $33,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,278 | $73,360+212.5% | $177,989+28.8% | $74,495+207.8% |
| Participation rate | 98.1% | 66.6%+31.4pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 13.36% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $8,414 | $2,216+279.6% | $3,949+113.1% | $2,623+220.8% |
| Participant deferral / active EE | $14,617 | $4,513+223.9% | $6,276+132.9% | $4,346+236.4% |
| Admin fee / account holder | $249 | $1,808-86.3% | $10,363-97.6% | $1,942-87.2% |