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 | $456 |
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 | $277,966 | $86,286+222.1% | $111,297+149.8% | $85,850+223.8% |
| Participation rate | 91.8% | 73.3%+18.5pp | 77.3%+14.5pp | 69.3%+22.5pp |
| Annual return | 17.81% | 19.99%-2.2pp | 54.65%-36.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $5,975 | $2,043+192.4% | $2,731+118.8% | $2,565+132.9% |
| Participant deferral / active EE | $15,784 | $3,641+333.6% | $4,487+251.8% | $3,952+299.4% |
| Admin fee / account holder | $43 | $8,188-99.5% | $7,964-99.5% | $6,260-99.3% |