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 | $4,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,600 | $86,897+0.8% | $151,611-42.2% | $64,808+35.2% |
| Participation rate | 83.2% | 87.3%-4.0pp | 87.5%-4.3pp | 71.5%+11.8pp |
| Annual return | -16.12% | -3.57%-12.6pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,869 | $4,010-3.5% | $6,166-37.3% | $2,506+54.4% |
| Participant deferral / active EE | $10,713 | $6,690+60.1% | $8,363+28.1% | $4,310+148.5% |
| Admin fee / account holder | $8 | $153-94.4% | $11,616-99.9% | $188-95.5% |