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 | $24,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,604 | $58,208+193.1% | $81,812+108.5% | $80,856+111.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.90% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $10,912 | $2,340+366.3% | $2,912+274.7% | $2,755+296.1% |
| Participant deferral / active EE | $11,471 | $3,281+249.6% | $4,319+165.6% | $4,296+167.0% |
| Admin fee / account holder | $222 | $4,981-95.6% | $7,386-97.0% | $6,918-96.8% |