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 | $2,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,771 | $100,923+64.3% | $150,045+10.5% | $74,304+123.1% |
| Participation rate | 86.9% | 70.1%+16.8pp | 82.3%+4.6pp | 60.3%+26.6pp |
| Annual return | 20.35% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $5,829 | $3,463+68.3% | $4,693+24.2% | $2,241+160.1% |
| Participant deferral / active EE | $11,748 | $6,709+75.1% | $7,997+46.9% | $3,767+211.8% |
| Admin fee / account holder | $17 | $2,767-99.4% | $13,435-99.9% | $2,969-99.4% |