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 7-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 | $2,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,728 | $78,275+12.1% | $109,143-19.6% | $86,799+1.1% |
| Participation rate | 97.0% | 73.8%+23.1pp | 75.9%+21.1pp | 72.3%+24.7pp |
| Annual return | 16.02% | 19.14%-3.1pp | 25.75%-9.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $6,648 | $3,105+114.1% | $3,722+78.6% | $2,405+176.4% |
| Participant deferral / active EE | $7,114 | $3,641+95.4% | $4,653+52.9% | $4,131+72.2% |
| Admin fee / account holder | $6 | $198-97.0% | $6,752-99.9% | $170-96.5% |