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 | $9,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,873 | $61,272-54.5% | $149,673-81.4% | $71,457-61.0% |
| Participation rate | 83.6% | 62.5%+21.1pp | 78.8%+4.8pp | 67.9%+15.7pp |
| Annual return | 18.27% | 35.85%-17.6pp | 134.42%-116.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $518 | $2,378-78.2% | $4,818-89.3% | $2,588-80.0% |
| Participant deferral / active EE | $2,473 | $2,917-15.2% | $5,680-56.5% | $4,289-42.3% |
| Admin fee / account holder | $167 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |