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 | $26,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,093 | $84,487+56.3% | $125,339+5.4% | $66,914+97.4% |
| Participation rate | 94.8% | 76.4%+18.4pp | 82.4%+12.4pp | 69.8%+25.0pp |
| Annual return | -15.98% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,186 | $3,553-10.3% | $4,814-33.8% | $2,544+25.2% |
| Participant deferral / active EE | $8,666 | $6,781+27.8% | $7,446+16.4% | $4,237+104.5% |
| Admin fee / account holder | $182 | $685-73.4% | $10,010-98.2% | $593-69.3% |