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 6-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 | $7,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,606 | $54,517-40.2% | $75,972-57.1% | $74,495-56.2% |
| Participation rate | 97.4% | 60.3%+37.1pp | 69.1%+28.4pp | 67.2%+30.2pp |
| Annual return | 19.13% | 31.82%-12.7pp | 359.55%-340.4pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,117 | $1,777+75.4% | $2,685+16.1% | $2,623+18.8% |
| Participant deferral / active EE | $6,500 | $3,066+112.0% | $4,255+52.7% | $4,346+49.6% |
| Admin fee / account holder | $50 | $2,229-97.8% | $6,467-99.2% | $1,942-97.4% |