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 7-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 | $24,420 |
Form 5500 reported that benefits due were not provided when due.
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 | $433,040 | $55,415+681.4% | $155,509+178.5% | $74,495+481.3% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 22.08% | 268.50%-246.4pp | 64.67%-42.6pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $19,742 | $2,267+770.8% | $4,672+322.5% | $2,623+652.6% |
| Participant deferral / active EE | $19,068 | $2,836+572.3% | $5,626+238.9% | $4,346+338.8% |
| Admin fee / account holder | $125 | $1,738-92.8% | $15,912-99.2% | $1,942-93.6% |