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 4-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 | $35,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,252 | $100,923-26.4% | $150,045-50.5% | $74,304-0.1% |
| Participation rate | 98.3% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 23.78% | 51.77%-28.0pp | 62.55%-38.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $2,634 | $3,463-24.0% | $4,693-43.9% | $2,241+17.5% |
| Participant deferral / active EE | $12,386 | $6,709+84.6% | $7,997+54.9% | $3,767+228.8% |
| Admin fee / account holder | $215 | $2,767-92.2% | $13,435-98.4% | $2,969-92.8% |