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 | -$76,752 |
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 | $748,119 | $91,407+718.5% | $135,903+450.5% | $71,457+946.9% |
| Participation rate | 97.9% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 20.31% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $24,576 | $3,703+563.6% | $4,856+406.1% | $2,588+849.8% |
| Participant deferral / active EE | $17,383 | $7,092+145.1% | $7,758+124.1% | $4,289+305.3% |
| Admin fee / account holder | -$377 | $1,266-129.8% | $10,762-103.5% | $1,587-123.8% |