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 39-6040276 | Loan Processing | $2,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,804 | $54,701-3.5% | $86,188-38.7% | $71,457-26.1% |
| Participation rate | 77.2% | 60.1%+17.1pp | 69.0%+8.3pp | 67.9%+9.3pp |
| Annual return | 18.86% | 20.06%-1.2pp | 1168.45%-1149.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $950 | $1,265-24.9% | $2,380-60.1% | $2,588-63.3% |
| Participant deferral / active EE | $3,221 | $3,108+3.6% | $3,985-19.2% | $4,289-24.9% |
| Admin fee / account holder | $41 | $1,922-97.9% | $6,852-99.4% | $1,587-97.4% |