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 10-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 | $26,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,041 | $55,415-45.8% | $155,509-80.7% | $74,495-59.7% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.7pp | 67.2%+22.7pp |
| Annual return | 14.74% | 268.50%-253.8pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,561 | $2,267+13.0% | $4,672-45.2% | $2,623-2.4% |
| Participant deferral / active EE | $4,704 | $2,836+65.9% | $5,626-16.4% | $4,346+8.2% |
| Admin fee / account holder | $104 | $1,738-94.0% | $15,912-99.3% | $1,942-94.6% |