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 | $42,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,978 | $56,485-8.0% | $185,823-72.0% | $86,799-40.1% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 13.28% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,124 | $1,843-39.0% | $5,167-78.3% | $2,405-53.3% |
| Participant deferral / active EE | $1,969 | $2,553-22.9% | $5,568-64.6% | $4,131-52.3% |
| Admin fee / account holder | $24 | $150-83.7% | $16,237-99.8% | $170-85.6% |