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 6-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 | $14,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,171 | $55,415-7.7% | $155,509-67.1% | $74,495-31.3% |
| Participation rate | 72.0% | 61.9%+10.1pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 15.78% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,980 | $2,267+75.5% | $4,672-14.8% | $2,623+51.7% |
| Participant deferral / active EE | $8,393 | $2,836+195.9% | $5,626+49.2% | $4,346+93.1% |
| Admin fee / account holder | $107 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |