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 | $22,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,736 | $78,419+19.5% | $133,956-30.0% | $73,409+27.7% |
| Participation rate | 96.6% | 78.6%+18.0pp | 79.8%+16.8pp | 72.2%+24.4pp |
| Annual return | 17.55% | 33.35%-15.8pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $744 | $2,044-63.6% | $3,919-81.0% | $2,234-66.7% |
| Participant deferral / active EE | $6,328 | $3,925+61.2% | $5,048+25.4% | $3,805+66.3% |
| Admin fee / account holder | $24 | $161-85.2% | $8,927-99.7% | $158-84.9% |