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 | $38,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,923 | $49,915+310.5% | $154,803+32.4% | $74,304+175.8% |
| Participation rate | 97.1% | 54.0%+43.2pp | 78.1%+19.1pp | 60.3%+36.8pp |
| Annual return | 17.14% | 34.06%-16.9pp | 58.88%-41.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,125 | $1,611+93.9% | $4,305-27.4% | $2,241+39.4% |
| Participant deferral / active EE | $9,338 | $2,255+314.2% | $5,540+68.5% | $3,767+147.9% |
| Admin fee / account holder | $263 | $2,189-88.0% | $14,329-98.2% | $2,969-91.1% |