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 | $3,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,956 | $65,435+10.0% | $86,677-17.0% | $66,914+7.5% |
| Participation rate | 93.3% | 75.5%+17.8pp | 76.6%+16.7pp | 69.8%+23.5pp |
| Annual return | -16.77% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,564 | $2,153+19.1% | $2,836-9.6% | $2,544+0.8% |
| Participant deferral / active EE | $7,393 | $4,100+80.3% | $4,656+58.8% | $4,237+74.5% |
| Admin fee / account holder | $12 | $642-98.1% | $7,493-99.8% | $593-98.0% |