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 9-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 | $5,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,021 | $101,317-11.1% | $146,958-38.7% | $74,495+20.8% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 28.72% | 8730.91%-8702.2pp | 418.34%-389.6pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $8,593 | $3,810+125.5% | $4,933+74.2% | $2,623+227.6% |
| Participant deferral / active EE | $17,659 | $7,303+141.8% | $8,070+118.8% | $4,346+306.3% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |