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 8-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 | $3,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,642 | $79,171-44.9% | $102,423-57.4% | $74,495-41.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.7pp | 67.2%+30.9pp |
| Annual return | 28.86% | 54.93%-26.1pp | 29.32%-0.5pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $4,423 | $2,362+87.2% | $3,023+46.3% | $2,623+68.6% |
| Participant deferral / active EE | $12,291 | $4,415+178.4% | $5,053+143.2% | $4,346+182.8% |
| Admin fee / account holder | $15 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |