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 | -$244 |
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 | $287,474 | $104,475+175.2% | $159,436+80.3% | $79,386+262.1% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 17.69% | 67.95%-50.3pp | 263.57%-245.9pp | 116.85%-99.2pp |
| Employer contribution / active EE | $6,473 | $3,417+89.5% | $4,829+34.0% | $2,427+166.7% |
| Participant deferral / active EE | $13,576 | $6,467+109.9% | $7,352+84.7% | $4,046+235.6% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |