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 | $3,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,798 | $86,655-46.0% | $119,609-60.9% | $66,914-30.1% |
| Participation rate | 94.3% | 75.6%+18.7pp | 79.3%+15.0pp | 69.8%+24.5pp |
| Annual return | -16.74% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,515 | $2,536-0.8% | $4,232-40.6% | $2,544-1.2% |
| Participant deferral / active EE | $5,422 | $4,358+24.4% | $5,602-3.2% | $4,237+28.0% |
| Admin fee / account holder | $22 | $755-97.0% | $10,323-99.8% | $593-96.2% |