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 3-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 | $5,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,858 | $56,638+44.5% | $169,368-51.7% | $74,419+10.0% |
| Participation rate | 96.1% | 67.5%+28.6pp | 77.1%+18.9pp | 70.7%+25.4pp |
| Annual return | 19.62% | 24.75%-5.1pp | 405.60%-386.0pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,066 | $2,027+1.9% | $4,013-48.5% | $2,637-21.7% |
| Participant deferral / active EE | $7,331 | $4,223+73.6% | $6,221+17.8% | $4,528+61.9% |
| Admin fee / account holder | $9 | $307-97.0% | $9,003-99.9% | $348-97.4% |