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 7-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 | $4,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,176 | $111,491+87.6% | $189,513+10.4% | $86,799+141.0% |
| Participation rate | 98.5% | 87.3%+11.1pp | 87.8%+10.7pp | 72.3%+26.2pp |
| Annual return | 18.38% | 83.50%-65.1pp | 555.15%-536.8pp | 97.91%-79.5pp |
| Employer contribution / active EE | $29,995 | $3,951+659.1% | $6,162+386.8% | $2,405+1147.0% |
| Participant deferral / active EE | $15,237 | $6,437+136.7% | $8,221+85.3% | $4,131+268.9% |
| Admin fee / account holder | $8 | $189-95.8% | $12,045-99.9% | $170-95.4% |