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 | $12,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,655 | $84,487+87.8% | $125,339+26.6% | $66,914+137.1% |
| Participation rate | 88.2% | 76.4%+11.8pp | 82.4%+5.8pp | 69.8%+18.4pp |
| Annual return | -15.63% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,762 | $3,553+34.0% | $4,814-1.1% | $2,544+87.2% |
| Participant deferral / active EE | $8,505 | $6,781+25.4% | $7,446+14.2% | $4,237+100.7% |
| Admin fee / account holder | $102 | $685-85.1% | $10,010-99.0% | $593-82.8% |