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 | -$33,609 |
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 | $447,691 | $331,159+35.2% | $112,887+296.6% | $74,419+501.6% |
| Participation rate | 99.8% | 81.4%+18.5pp | 80.5%+19.3pp | 70.7%+29.1pp |
| Annual return | 17.36% | 21.62%-4.3pp | 34.10%-16.7pp | 34.38%-17.0pp |
| Employer contribution / active EE | $15,570 | $5,469+184.7% | $4,563+241.2% | $2,637+490.4% |
| Participant deferral / active EE | $15,210 | $8,097+87.9% | $6,513+133.5% | $4,528+235.9% |
| Admin fee / account holder | -$37 | $281-113.1% | $7,047-100.5% | $348-110.6% |