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 | $13,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,779 | $88,634-12.2% | $101,326-23.2% | $74,304+4.7% |
| Participation rate | 97.0% | 76.9%+20.2pp | 81.5%+15.5pp | 60.3%+36.7pp |
| Annual return | 18.22% | 33.10%-14.9pp | 36.82%-18.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,932 | $2,9300% | $3,665-20.0% | $2,241+30.8% |
| Participant deferral / active EE | $9,354 | $7,322+27.8% | $7,994+17.0% | $3,767+148.3% |
| Admin fee / account holder | $126 | $2,425-94.8% | $11,185-98.9% | $2,969-95.7% |