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 | $32,837 |
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 | $307,859 | $56,140+448.4% | $76,190+304.1% | $74,495+313.3% |
| Participation rate | 96.8% | 62.6%+34.3pp | 79.3%+17.6pp | 67.2%+29.6pp |
| Annual return | 14.24% | 13.87%+0.4pp | 13.78%+0.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $9,047 | $2,881+214.0% | $4,578+97.6% | $2,623+244.9% |
| Participant deferral / active EE | $15,191 | $3,154+381.6% | $5,474+177.5% | $4,346+249.6% |
| Admin fee / account holder | $148 | $776-80.9% | $5,123-97.1% | $1,942-92.4% |