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 | $2,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,651 | $84,487+29.8% | $125,339-12.5% | $66,914+63.9% |
| Participation rate | 80.2% | 76.4%+3.8pp | 82.4%-2.2pp | 69.8%+10.4pp |
| Annual return | -17.57% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,117 | $3,553+15.9% | $4,814-14.5% | $2,544+61.8% |
| Participant deferral / active EE | $10,343 | $6,781+52.5% | $7,446+38.9% | $4,237+144.1% |
| Admin fee / account holder | $16 | $685-97.7% | $10,010-99.8% | $593-97.3% |