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 8-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 | $35,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,699 | $101,317-47.0% | $146,958-63.5% | $74,495-27.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.7pp |
| Annual return | 20.94% | 8730.91%-8710.0pp | 418.34%-397.4pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,112 | $7,303+52.1% | $8,070+37.7% | $4,346+155.7% |
| Admin fee / account holder | $128 | $1,739-92.6% | $12,998-99.0% | $1,942-93.4% |