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 | $22,617 |
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 | $274,116 | $73,638+272.3% | $108,410+152.9% | $79,386+245.3% |
| Participation rate | 96.6% | 77.4%+19.2pp | 80.1%+16.4pp | 70.7%+25.8pp |
| Annual return | 16.62% | 33.27%-16.6pp | 905.27%-888.7pp | 116.85%-100.2pp |
| Employer contribution / active EE | $12,796 | $2,397+433.9% | $3,558+259.6% | $2,427+427.1% |
| Participant deferral / active EE | $14,532 | $6,218+133.7% | $6,563+121.4% | $4,046+259.2% |
| Admin fee / account holder | $118 | $638-81.4% | $7,295-98.4% | $626-81.1% |