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 4-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 | $6,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,787 | $129,021-35.8% | $184,203-55.1% | $77,643+6.6% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 18.50% | 33.27%-14.8pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $5,517 | $4,413+25.0% | $6,427-14.2% | $2,726+102.4% |
| Participant deferral / active EE | $12,318 | $7,297+68.8% | $9,131+34.9% | $4,647+165.1% |
| Admin fee / account holder | $28 | $254-89.0% | $13,901-99.8% | $430-93.5% |