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 | $89,717 |
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 | $443,004 | $172,932+156.2% | $119,258+271.5% | $86,799+410.4% |
| Participation rate | 97.3% | 89.4%+7.9pp | 82.7%+14.6pp | 72.3%+25.0pp |
| Annual return | 17.22% | 20.96%-3.7pp | 30.69%-13.5pp | 97.91%-80.7pp |
| Employer contribution / active EE | $8,409 | $5,487+53.3% | $4,384+91.8% | $2,405+249.6% |
| Participant deferral / active EE | $13,307 | $8,466+57.2% | $6,111+117.8% | $4,131+222.1% |
| Admin fee / account holder | $95 | $150-36.7% | $7,226-98.7% | $170-43.9% |