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 | $38,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,103 | $55,371-16.7% | $95,585-51.8% | $74,304-38.0% |
| Participation rate | 95.8% | 53.8%+42.0pp | 72.1%+23.7pp | 60.3%+35.5pp |
| Annual return | 27.01% | 24.26%+2.7pp | 38.56%-11.5pp | 29.43%-2.4pp |
| Employer contribution / active EE | $5,132 | $1,437+257.1% | $2,527+103.1% | $2,241+129.0% |
| Participant deferral / active EE | $9,913 | $2,955+235.4% | $4,023+146.4% | $3,767+163.1% |
| Admin fee / account holder | $127 | $2,620-95.1% | $6,127-97.9% | $2,969-95.7% |