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 | $37,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,752 | $93,182+79.0% | $146,665+13.7% | $79,386+110.1% |
| Participation rate | 95.9% | 76.4%+19.5pp | 80.1%+15.9pp | 70.7%+25.2pp |
| Annual return | 12.84% | 21.61%-8.8pp | 22.74%-9.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $6,151 | $2,420+154.2% | $4,136+48.7% | $2,427+153.4% |
| Participant deferral / active EE | $8,911 | $4,169+113.7% | $5,506+61.8% | $4,046+120.3% |
| Admin fee / account holder | $231 | $585-60.5% | $10,280-97.8% | $626-63.1% |