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 7-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 | $35,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,825 | $55,415+137.9% | $155,509-15.2% | $74,495+77.0% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 18.91% | 268.50%-249.6pp | 64.67%-45.8pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $4,092 | $2,267+80.5% | $4,672-12.4% | $2,623+56.0% |
| Participant deferral / active EE | $6,599 | $2,836+132.7% | $5,626+17.3% | $4,346+51.8% |
| Admin fee / account holder | $153 | $1,738-91.2% | $15,912-99.0% | $1,942-92.1% |