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 | $2,931 |
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 | $285,383 | $136,307+109.4% | $177,821+60.5% | $73,488+288.3% |
| Participation rate | 92.8% | 86.1%+6.7pp | 87.7%+5.1pp | 70.7%+22.1pp |
| Annual return | 16.79% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $9,056 | $3,712+144.0% | $5,918+53.0% | $2,270+298.9% |
| Participant deferral / active EE | $18,686 | $5,829+220.6% | $7,714+142.2% | $3,740+399.7% |
| Admin fee / account holder | $4 | $596-99.3% | $12,427-100.0% | $513-99.2% |