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 | $4,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,707 | $28,601+119.2% | $71,735-12.6% | $66,914-6.3% |
| Participation rate | 79.6% | 56.7%+23.0pp | 62.3%+17.3pp | 69.8%+9.8pp |
| Annual return | -17.31% | -10.90%-6.4pp | 9.14%-26.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $996 | $1,104-9.8% | $1,704-41.5% | $2,544-60.9% |
| Participant deferral / active EE | $3,696 | $1,912+93.3% | $2,658+39.1% | $4,237-12.8% |
| Admin fee / account holder | $32 | $506-93.6% | $3,974-99.2% | $593-94.6% |