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 | $8,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,042 | $129,021-23.2% | $184,203-46.2% | $77,643+27.6% |
| Participation rate | 95.8% | 87.3%+8.4pp | 86.8%+8.9pp | 70.6%+25.2pp |
| Annual return | 13.34% | 33.27%-19.9pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,512 | $4,413-43.1% | $6,427-60.9% | $2,726-7.8% |
| Participant deferral / active EE | $6,321 | $7,297-13.4% | $9,131-30.8% | $4,647+36.0% |
| Admin fee / account holder | $22 | $254-91.2% | $13,901-99.8% | $430-94.8% |