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 | $9,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,481 | $84,556+189.1% | $116,228+110.3% | $74,304+229.0% |
| Participation rate | 99.1% | 66.0%+33.0pp | 74.6%+24.5pp | 60.3%+38.7pp |
| Annual return | 14.66% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.8pp |
| Employer contribution / active EE | $8,315 | $2,168+283.6% | $2,994+177.7% | $2,241+271.0% |
| Participant deferral / active EE | $22,871 | $3,814+499.6% | $4,953+361.7% | $3,767+507.1% |
| Admin fee / account holder | $9 | $3,792-99.8% | $11,989-99.9% | $2,969-99.7% |