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 3-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 | -$1,491 |
Form 5500 reported that benefits due were not provided when due.
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 | $636,751 | $122,239+420.9% | $184,203+245.7% | $74,495+754.8% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 13.83% | 19.95%-6.1pp | 28.81%-15.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $11,881 | $4,537+161.8% | $6,427+84.9% | $2,623+352.9% |
| Participant deferral / active EE | $25,118 | $7,139+251.9% | $9,131+175.1% | $4,346+478.0% |
| Admin fee / account holder | $33 | $1,260-97.4% | $13,901-99.8% | $1,942-98.3% |