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 | $61,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,489 | $88,890-14.0% | $102,423-25.3% | $77,643-1.5% |
| Participation rate | 82.1% | 80.9%+1.2pp | 76.5%+5.6pp | 70.6%+11.6pp |
| Annual return | 14.76% | 24.98%-10.2pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,735 | $2,698+38.4% | $3,023+23.5% | $2,726+37.0% |
| Participant deferral / active EE | $7,411 | $5,145+44.0% | $5,053+46.7% | $4,647+59.5% |
| Admin fee / account holder | $99 | $235-57.8% | $9,451-98.9% | $430-76.9% |