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 | $54,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,368 | $101,317-11.8% | $146,958-39.2% | $74,495+20.0% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.2pp |
| Annual return | 21.75% | 8730.91%-8709.2pp | 418.34%-396.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $3,921 | $3,810+2.9% | $4,933-20.5% | $2,623+49.5% |
| Participant deferral / active EE | $11,437 | $7,303+56.6% | $8,070+41.7% | $4,346+163.2% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.5% |