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 | $2,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,900 | $70,908-25.4% | $98,907-46.5% | $73,488-28.0% |
| Participation rate | 97.5% | 73.8%+23.7pp | 76.0%+21.5pp | 70.7%+26.8pp |
| Annual return | 16.97% | 34.17%-17.2pp | 196.43%-179.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,291 | $2,036+12.5% | $2,689-14.8% | $2,270+0.9% |
| Participant deferral / active EE | $3,921 | $3,500+12.0% | $4,244-7.6% | $3,740+4.8% |
| Admin fee / account holder | $28 | $535-94.8% | $6,642-99.6% | $513-94.6% |