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 | $12,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,807 | $109,881-36.5% | $150,045-53.5% | $84,808-17.7% |
| Participation rate | 86.0% | 76.1%+10.0pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 22.61% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $7,665 | $3,561+115.2% | $4,693+63.3% | $2,631+191.3% |
| Participant deferral / active EE | $14,312 | $6,636+115.7% | $7,997+79.0% | $4,212+239.8% |
| Admin fee / account holder | $84 | $8,568-99.0% | $13,435-99.4% | $7,344-98.9% |