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 9-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 | $36,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,862 | $102,317-32.7% | $146,958-53.1% | $80,856-14.8% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.2pp | 67.6%+24.8pp |
| Annual return | 21.27% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $6,384 | $3,713+71.9% | $4,933+29.4% | $2,755+131.7% |
| Participant deferral / active EE | $17,726 | $6,644+166.8% | $8,070+119.7% | $4,296+312.6% |
| Admin fee / account holder | $215 | $7,941-97.3% | $12,998-98.3% | $6,918-96.9% |