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 | $25,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,946 | $49,922+92.2% | $80,569+19.1% | $75,163+27.7% |
| Participation rate | 95.5% | 55.3%+40.1pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 28.78% | 34.69%-5.9pp | 935.43%-906.6pp | 160.62%-131.8pp |
| Employer contribution / active EE | $4,159 | $1,698+144.9% | $2,723+52.7% | $2,670+55.8% |
| Participant deferral / active EE | $13,484 | $2,990+350.9% | $4,447+203.2% | $4,125+226.9% |
| Admin fee / account holder | $183 | $3,577-94.9% | $5,377-96.6% | $5,651-96.8% |