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 | $46,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,369 | $101,317-18.7% | $146,958-44.0% | $74,495+10.6% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 19.52% | 8730.91%-8711.4pp | 418.34%-398.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $4,690 | $3,810+23.1% | $4,933-4.9% | $2,623+78.8% |
| Participant deferral / active EE | $18,331 | $7,303+151.0% | $8,070+127.2% | $4,346+321.8% |
| Admin fee / account holder | $149 | $1,739-91.4% | $12,998-98.8% | $1,942-92.3% |