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 | $65,832 |
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 | $409,642 | $101,317+304.3% | $146,958+178.7% | $74,495+449.9% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 17.19% | 8730.91%-8713.7pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $24,273 | $3,810+537.0% | $4,933+392.1% | $2,623+825.4% |
| Participant deferral / active EE | $20,067 | $7,303+174.8% | $8,070+148.7% | $4,346+361.8% |
| Admin fee / account holder | $293 | $1,739-83.2% | $12,998-97.7% | $1,942-84.9% |