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 4-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 | $7,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,017 | $81,900+188.2% | $119,609+97.3% | $68,494+244.6% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -12.71% | -23.82%+11.1pp | -14.97%+2.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,202 | $2,693+18.9% | $4,232-24.3% | $2,596+23.3% |
| Participant deferral / active EE | $9,933 | $4,148+139.5% | $5,602+77.3% | $4,027+146.7% |
| Admin fee / account holder | $249 | $6,582-96.2% | $10,323-97.6% | $5,403-95.4% |