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 | $10,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,668 | $56,485-15.6% | $185,823-74.3% | $86,799-45.1% |
| Participation rate | 83.6% | 65.5%+18.1pp | 81.7%+1.9pp | 72.3%+11.3pp |
| Annual return | 16.90% | 118.04%-101.1pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,383 | $1,843-24.9% | $5,167-73.2% | $2,405-42.5% |
| Participant deferral / active EE | $4,674 | $2,553+83.1% | $5,568-16.0% | $4,131+13.2% |
| Admin fee / account holder | $24 | $150-84.1% | $16,237-99.9% | $170-86.0% |