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 | $42,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,773 | $106,028-12.5% | $146,958-36.9% | $77,643+19.5% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.1pp | 70.6%+17.6pp |
| Annual return | 18.09% | 56.73%-38.6pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $4,008 | $4,063-1.4% | $4,933-18.8% | $2,726+47.0% |
| Participant deferral / active EE | $9,714 | $7,990+21.6% | $8,070+20.4% | $4,647+109.0% |
| Admin fee / account holder | $69 | $337-79.6% | $12,998-99.5% | $430-84.0% |