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 | $18,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,383 | $44,960+101.0% | $84,966+6.4% | $74,495+21.3% |
| Participation rate | 74.5% | 49.4%+25.2pp | 67.5%+7.0pp | 67.2%+7.3pp |
| Annual return | 20.08% | 26.24%-6.2pp | 66.38%-46.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $512 | $1,457-64.9% | $2,727-81.2% | $2,623-80.5% |
| Participant deferral / active EE | $11,457 | $2,731+319.6% | $4,519+153.5% | $4,346+163.6% |
| Admin fee / account holder | $158 | $2,209-92.8% | $6,149-97.4% | $1,942-91.8% |