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 | $9,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,928 | $87,125+26.2% | $108,410+1.4% | $86,799+26.6% |
| Participation rate | 76.1% | 80.5%-4.4pp | 80.1%-4.0pp | 72.3%+3.8pp |
| Annual return | 15.03% | 25.21%-10.2pp | 905.27%-890.2pp | 97.91%-82.9pp |
| Employer contribution / active EE | $577 | $2,477-76.7% | $3,558-83.8% | $2,405-76.0% |
| Participant deferral / active EE | $5,230 | $6,944-24.7% | $6,563-20.3% | $4,131+26.6% |
| Admin fee / account holder | $21 | $130-84.2% | $7,295-99.7% | $170-87.8% |