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 | -$4,203 |
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 | $255,683 | $79,171+223.0% | $102,423+149.6% | $74,495+243.2% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.8pp | 67.2%+17.0pp |
| Annual return | 16.90% | 54.93%-38.0pp | 29.32%-12.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $9,125 | $2,362+286.3% | $3,023+201.8% | $2,623+247.9% |
| Participant deferral / active EE | $10,069 | $4,415+128.1% | $5,053+99.3% | $4,346+131.7% |
| Admin fee / account holder | -$26 | $2,001-101.3% | $9,451-100.3% | $1,942-101.4% |