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 6-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 | $27,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,849 | $68,719-8.5% | $91,541-31.3% | $84,808-25.9% |
| Participation rate | 93.3% | 64.5%+28.8pp | 69.8%+23.6pp | 68.3%+25.0pp |
| Annual return | 19.66% | 19.12%+0.5pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $9,787 | $1,920+409.8% | $2,505+290.8% | $2,631+272.0% |
| Participant deferral / active EE | $22,629 | $3,136+621.6% | $4,008+464.6% | $4,212+437.3% |
| Admin fee / account holder | $264 | $5,786-95.4% | $6,956-96.2% | $7,344-96.4% |