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 | -$5,179 |
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 | $276,784 | $87,870+215.0% | $113,168+144.6% | $74,304+272.5% |
| Participation rate | 90.9% | 70.7%+20.2pp | 76.6%+14.3pp | 60.3%+30.6pp |
| Annual return | 15.88% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $8,597 | $2,277+277.5% | $2,975+189.0% | $2,241+283.6% |
| Participant deferral / active EE | $9,970 | $4,241+135.1% | $5,107+95.2% | $3,767+164.6% |
| Admin fee / account holder | -$30 | $3,368-100.9% | $12,068-100.3% | $2,969-101.0% |