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 | -$25,294 |
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 | $401,437 | $130,655+207.2% | $93,789+328.0% | $64,808+519.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -15.13% | -14.04%-1.1pp | -11.33%-3.8pp | 32.82%-47.9pp |
| Employer contribution / active EE | $18,311 | $5,594+227.3% | $4,323+323.6% | $2,506+630.8% |
| Participant deferral / active EE | $18,245 | $8,067+126.2% | $6,094+199.4% | $4,310+323.3% |
| Admin fee / account holder | -$29 | $140-120.6% | $7,195-100.4% | $188-115.4% |