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 | $2,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,646 | $101,724-35.5% | $164,813-60.2% | $80,856-18.8% |
| Participation rate | 96.9% | 71.8%+25.1pp | 78.6%+18.3pp | 67.6%+29.3pp |
| Annual return | 14.13% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,053 | $2,953-30.5% | $4,341-52.7% | $2,755-25.5% |
| Participant deferral / active EE | $7,567 | $4,477+69.0% | $6,031+25.5% | $4,296+76.1% |
| Admin fee / account holder | $34 | $8,227-99.6% | $12,690-99.7% | $6,918-99.5% |