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 | $30,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,750 | $50,982+119.2% | $154,803-27.8% | $85,563+30.6% |
| Participation rate | 87.9% | 59.8%+28.2pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 17.21% | 30.35%-13.1pp | 58.88%-41.7pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,591 | $1,708+51.7% | $4,305-39.8% | $2,654-2.3% |
| Participant deferral / active EE | $5,165 | $2,474+108.8% | $5,540-6.8% | $4,375+18.0% |
| Admin fee / account holder | $80 | $846-90.5% | $14,329-99.4% | $834-90.4% |