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 | $9,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,065 | $89,904-46.5% | $453,369-89.4% | $86,799-44.6% |
| Participation rate | 89.3% | 75.7%+13.5pp | 78.0%+11.3pp | 72.3%+17.0pp |
| Annual return | 16.92% | 19.72%-2.8pp | 64.40%-47.5pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,163 | $3,279-64.5% | $4,070-71.4% | $2,405-51.6% |
| Participant deferral / active EE | $4,114 | $5,114-19.6% | $6,209-33.7% | $4,131-0.4% |
| Admin fee / account holder | $14 | $156-91.2% | $11,209-99.9% | $170-91.9% |