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 | $1,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,388 | $96,486+50.7% | $153,485-5.3% | $77,643+87.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 23.25% | 14.44%+8.8pp | 15.65%+7.6pp | 31.24%-8.0pp |
| Employer contribution / active EE | $13,335 | $5,224+155.3% | $5,039+164.7% | $2,726+389.2% |
| Participant deferral / active EE | $14,522 | $6,609+119.7% | $6,757+114.9% | $4,647+212.5% |
| Admin fee / account holder | $6 | $182-96.6% | $12,724-100.0% | $430-98.6% |