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 | $14,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,887 | $65,435-49.7% | $86,677-62.1% | $66,914-50.9% |
| Participation rate | 91.8% | 75.5%+16.4pp | 76.6%+15.3pp | 69.8%+22.0pp |
| Annual return | -15.02% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $888 | $2,153-58.8% | $2,836-68.7% | $2,544-65.1% |
| Participant deferral / active EE | $2,845 | $4,100-30.6% | $4,656-38.9% | $4,237-32.9% |
| Admin fee / account holder | $48 | $642-92.6% | $7,493-99.4% | $593-92.0% |