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 | $4,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,051 | $99,957-50.9% | $149,696-67.2% | $73,488-33.3% |
| Participation rate | 89.5% | 75.7%+13.8pp | 82.5%+7.0pp | 70.7%+18.8pp |
| Annual return | 19.42% | 53.87%-34.4pp | 276.60%-257.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $2,804 | $3,191-12.1% | $4,644-39.6% | $2,270+23.5% |
| Participant deferral / active EE | $6,319 | $6,073+4.1% | $6,842-7.6% | $3,740+69.0% |
| Admin fee / account holder | $28 | $551-94.9% | $9,309-99.7% | $513-94.5% |