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 3-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 | $177,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,417 | $160,882+4.7% | $200,582-16.0% | $102,872+63.7% |
| Participation rate | 71.6% | 91.2%-19.6pp | 86.9%-15.3pp | 73.0%-1.5pp |
| Annual return | 16.65% | 18.15%-1.5pp | 42.33%-25.7pp | 19.06%-2.4pp |
| Employer contribution / active EE | $5,012 | $5,602-10.5% | $6,419-21.9% | $3,526+42.1% |
| Participant deferral / active EE | $9,831 | $9,300+5.7% | $9,331+5.4% | $5,535+77.6% |
| Admin fee / account holder | $132 | $125+5.6% | $16,305-99.2% | $292-54.9% |