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 | $14,084 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,179 | $84,556+243.2% | $116,228+149.7% | $74,304+290.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 24.73% | 18.35%+6.4pp | 90.06%-65.3pp | 29.43%-4.7pp |
| Employer contribution / active EE | $13,943 | $2,168+543.2% | $2,994+365.6% | $2,241+522.1% |
| Participant deferral / active EE | $20,833 | $3,814+446.2% | $4,953+320.6% | $3,767+453.0% |
| Admin fee / account holder | $64 | $3,792-98.3% | $11,989-99.5% | $2,969-97.8% |