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 | $80,794 |
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 | $305,008 | $100,801+202.6% | $149,696+103.8% | $73,409+315.5% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.5%+6.6pp | 72.2%+16.9pp |
| Annual return | 18.61% | 265.34%-246.7pp | 276.60%-258.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $9,137 | $3,312+175.9% | $4,644+96.7% | $2,234+309.1% |
| Participant deferral / active EE | $8,029 | $6,404+25.4% | $6,842+17.3% | $3,805+111.0% |
| Admin fee / account holder | $83 | $181-54.1% | $9,309-99.1% | $158-47.4% |