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 | $10,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,798 | $132,049+3.6% | $200,582-31.8% | $74,304+84.1% |
| Participation rate | 91.1% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 18.82% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $5,610 | $4,558+23.1% | $6,419-12.6% | $2,241+150.3% |
| Participant deferral / active EE | $12,933 | $7,213+79.3% | $9,331+38.6% | $3,767+243.3% |
| Admin fee / account holder | $29 | $2,405-98.8% | $16,305-99.8% | $2,969-99.0% |