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 3-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 | $32,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,489 | $100,923-27.2% | $150,045-51.0% | $74,304-1.1% |
| Participation rate | 95.8% | 70.1%+25.8pp | 82.3%+13.5pp | 60.3%+35.5pp |
| Annual return | 17.57% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,420 | $3,463-30.1% | $4,693-48.4% | $2,241+8.0% |
| Participant deferral / active EE | $22,697 | $6,709+238.3% | $7,997+183.8% | $3,767+502.5% |
| Admin fee / account holder | $107 | $2,767-96.1% | $13,435-99.2% | $2,969-96.4% |