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 3-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 | $39,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,938 | $84,556+71.4% | $116,228+24.7% | $74,304+95.1% |
| Participation rate | 78.6% | 66.0%+12.6pp | 74.6%+4.1pp | 60.3%+18.3pp |
| Annual return | 23.13% | 18.35%+4.8pp | 90.06%-66.9pp | 29.43%-6.3pp |
| Employer contribution / active EE | $3,138 | $2,168+44.8% | $2,994+4.8% | $2,241+40.0% |
| Participant deferral / active EE | $7,905 | $3,814+107.2% | $4,953+59.6% | $3,767+109.8% |
| Admin fee / account holder | $245 | $3,792-93.5% | $11,989-98.0% | $2,969-91.8% |