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 | $38,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,816 | $111,491-59.8% | $189,513-76.4% | $86,799-48.4% |
| Participation rate | 75.9% | 87.3%-11.5pp | 87.8%-12.0pp | 72.3%+3.6pp |
| Annual return | 20.10% | 83.50%-63.4pp | 555.15%-535.1pp | 97.91%-77.8pp |
| Employer contribution / active EE | $1,965 | $3,951-50.3% | $6,162-68.1% | $2,405-18.3% |
| Participant deferral / active EE | $5,611 | $6,437-12.8% | $8,221-31.7% | $4,131+35.8% |
| Admin fee / account holder | $136 | $189-28.0% | $12,045-98.9% | $170-19.8% |