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 | $28,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,667 | $79,013+78.0% | $100,391+40.1% | $74,495+88.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 22.19% | 20.41%+1.8pp | 49.20%-27.0pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $4,757 | $3,021+57.5% | $3,942+20.7% | $2,623+81.4% |
| Participant deferral / active EE | $8,393 | $7,760+8.2% | $8,082+3.9% | $4,346+93.1% |
| Admin fee / account holder | $113 | $1,320-91.4% | $7,899-98.6% | $1,942-94.2% |