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 | $26,218 |
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 | $363,678 | $119,446+204.5% | $150,045+142.4% | $85,563+325.0% |
| Participation rate | 89.4% | 75.4%+13.9pp | 82.3%+7.0pp | 66.0%+23.4pp |
| Annual return | 20.68% | 23.72%-3.0pp | 62.55%-41.9pp | 31.51%-10.8pp |
| Employer contribution / active EE | $25,535 | $4,078+526.1% | $4,693+444.1% | $2,654+862.3% |
| Participant deferral / active EE | $5,074 | $7,985-36.5% | $7,997-36.6% | $4,375+16.0% |
| Admin fee / account holder | $87 | $548-84.2% | $13,435-99.4% | $834-89.6% |