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 3-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 | $31,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,121 | $119,446+7.3% | $150,045-14.6% | $85,563+49.7% |
| Participation rate | 98.0% | 75.4%+22.5pp | 82.3%+15.6pp | 66.0%+32.0pp |
| Annual return | 21.14% | 23.72%-2.6pp | 62.55%-41.4pp | 31.51%-10.4pp |
| Employer contribution / active EE | $4,641 | $4,078+13.8% | $4,693-1.1% | $2,654+74.9% |
| Participant deferral / active EE | $10,432 | $7,985+30.6% | $7,997+30.4% | $4,375+138.4% |
| Admin fee / account holder | $104 | $548-81.0% | $13,435-99.2% | $834-87.5% |