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 | $6,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,901 | $65,061+44.3% | $143,757-34.7% | $66,914+40.3% |
| Participation rate | 72.1% | 65.2%+6.9pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -14.61% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,103 | $2,361+31.5% | $4,951-37.3% | $2,544+22.0% |
| Participant deferral / active EE | $7,819 | $2,919+167.9% | $5,637+38.7% | $4,237+84.5% |
| Admin fee / account holder | $40 | $502-92.0% | $14,673-99.7% | $593-93.2% |