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 | -$7,301 |
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 | $296,919 | $84,936+249.6% | $111,297+166.8% | $79,386+274.0% |
| Participation rate | 98.1% | 75.9%+22.2pp | 77.3%+20.7pp | 70.7%+27.3pp |
| Annual return | 17.02% | 17.45%-0.4pp | 54.65%-37.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $8,119 | $1,979+310.2% | $2,731+197.3% | $2,427+234.5% |
| Participant deferral / active EE | $9,539 | $3,888+145.3% | $4,487+112.6% | $4,046+135.8% |
| Admin fee / account holder | -$42 | $537-107.8% | $7,964-100.5% | $626-106.7% |