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 3-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 | $85,676 |
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 | $357,424 | $100,801+254.6% | $149,696+138.8% | $73,409+386.9% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.5%+6.9pp | 72.2%+17.2pp |
| Annual return | 17.27% | 265.34%-248.1pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $9,335 | $3,312+181.9% | $4,644+101.0% | $2,234+317.9% |
| Participant deferral / active EE | $8,785 | $6,404+37.2% | $6,842+28.4% | $3,805+130.9% |
| Admin fee / account holder | $86 | $181-52.3% | $9,309-99.1% | $158-45.4% |