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 | -$20,838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $254,507 | $101,317+151.2% | $146,958+73.2% | $74,495+241.6% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.2%+3.8pp | 67.2%+18.8pp |
| Annual return | 15.85% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $11,787 | $3,810+209.4% | $4,933+138.9% | $2,623+349.4% |
| Participant deferral / active EE | $13,084 | $7,303+79.1% | $8,070+62.1% | $4,346+201.1% |
| Admin fee / account holder | $344 | $1,739-80.2% | $12,998-97.4% | $1,942-82.3% |