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 9-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 | $118,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,972 | $89,808-37.7% | $100,391-44.2% | $77,643-27.9% |
| Participation rate | 80.5% | 81.2%-0.7pp | 81.5%-1.0pp | 70.6%+9.9pp |
| Annual return | 15.71% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,239 | $3,039-26.3% | $3,942-43.2% | $2,726-17.8% |
| Participant deferral / active EE | $6,492 | $8,284-21.6% | $8,082-19.7% | $4,647+39.7% |
| Admin fee / account holder | $0 | $174-100.0% | $7,899-100.0% | $430-100.0% |