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 5-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 | $51,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,220 | $78,485-1.6% | $106,213-27.3% | $74,495+3.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 27.75% | 15.95%+11.8pp | 116.14%-88.4pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $5,931 | $2,523+135.1% | $3,171+87.0% | $2,623+126.1% |
| Participant deferral / active EE | $19,733 | $4,322+356.5% | $5,016+293.4% | $4,346+354.1% |
| Admin fee / account holder | $243 | $2,232-89.1% | $11,033-97.8% | $1,942-87.5% |