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 | $17,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,868 | $95,416+97.9% | $185,823+1.6% | $85,850+120.0% |
| Participation rate | 87.2% | 68.8%+18.5pp | 81.7%+5.5pp | 69.3%+17.9pp |
| Annual return | 13.95% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $5,139 | $3,314+55.1% | $5,167-0.5% | $2,565+100.3% |
| Participant deferral / active EE | $6,265 | $3,423+83.0% | $5,568+12.5% | $3,952+58.5% |
| Admin fee / account holder | $127 | $7,213-98.2% | $16,237-99.2% | $6,260-98.0% |