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 | $569,513 |
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 | $283,860 | $107,339+164.5% | $85,682+231.3% | $101,517+179.6% |
| Participation rate | 99.9% | 73.0%+26.9pp | 69.9%+30.0pp | 74.6%+25.3pp |
| Annual return | 14.70% | 20.15%-5.4pp | 21.49%-6.8pp | 21.00%-6.3pp |
| Employer contribution / active EE | $12,466 | $3,291+278.8% | $2,618+376.1% | $2,973+319.3% |
| Participant deferral / active EE | $10,448 | $4,375+138.8% | $3,923+166.4% | $4,873+114.4% |
| Admin fee / account holder | $70 | $106-34.6% | $6,873-99.0% | $139-50.1% |