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 | $4,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,003 | $27,827+140.8% | $65,255+2.7% | $71,457-6.2% |
| Participation rate | 80.5% | 57.6%+22.9pp | 65.0%+15.6pp | 67.9%+12.6pp |
| Annual return | 17.91% | 41.58%-23.7pp | 47.35%-29.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $945 | $1,405-32.7% | $1,691-44.1% | $2,588-63.5% |
| Participant deferral / active EE | $3,779 | $1,861+103.0% | $2,831+33.5% | $4,289-11.9% |
| Admin fee / account holder | $36 | $3,850-99.1% | $4,112-99.1% | $1,587-97.7% |