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 | $24,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,352 | $91,407+7.6% | $135,903-27.6% | $71,457+37.6% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 41.38% | 29.90%+11.5pp | 68.23%-26.8pp | 28.85%+12.5pp |
| Employer contribution / active EE | $3,429 | $3,703-7.4% | $4,856-29.4% | $2,588+32.5% |
| Participant deferral / active EE | $8,628 | $7,092+21.7% | $7,758+11.2% | $4,289+101.2% |
| Admin fee / account holder | $295 | $1,266-76.7% | $10,762-97.3% | $1,587-81.4% |