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 | $10,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,392 | $61,272+276.0% | $149,673+53.9% | $71,457+222.4% |
| Participation rate | 92.4% | 62.5%+29.9pp | 78.8%+13.7pp | 67.9%+24.5pp |
| Annual return | 29.62% | 35.85%-6.2pp | 134.42%-104.8pp | 28.85%+0.8pp |
| Employer contribution / active EE | $4,995 | $2,378+110.0% | $4,818+3.7% | $2,588+93.0% |
| Participant deferral / active EE | $6,956 | $2,917+138.4% | $5,680+22.5% | $4,289+62.2% |
| Admin fee / account holder | $73 | $1,261-94.2% | $13,210-99.4% | $1,587-95.4% |