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 | $19,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,326 | $331,159-56.1% | $112,887+28.7% | $74,419+95.3% |
| Participation rate | 98.4% | 81.4%+17.1pp | 80.5%+17.9pp | 70.7%+27.7pp |
| Annual return | 26.91% | 21.62%+5.3pp | 34.10%-7.2pp | 34.38%-7.5pp |
| Employer contribution / active EE | $6,835 | $5,469+25.0% | $4,563+49.8% | $2,637+159.1% |
| Participant deferral / active EE | $6,774 | $8,097-16.3% | $6,513+4.0% | $4,528+49.6% |
| Admin fee / account holder | $65 | $281-76.7% | $7,047-99.1% | $348-81.2% |