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 | $9,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,238 | $50,956-21.0% | $96,562-58.3% | $86,799-53.6% |
| Participation rate | 74.2% | 65.2%+8.9pp | 69.8%+4.4pp | 72.3%+1.9pp |
| Annual return | 16.38% | 21.27%-4.9pp | 37.78%-21.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $505 | $1,111-54.5% | $2,356-78.6% | $2,405-79.0% |
| Participant deferral / active EE | $1,702 | $2,954-42.4% | $3,849-55.8% | $4,131-58.8% |
| Admin fee / account holder | $11 | $166-93.2% | $6,181-99.8% | $170-93.3% |