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 | -$84,117 |
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 | $432,724 | $130,194+232.4% | $169,993+154.6% | $71,457+505.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 24.53% | 20.37%+4.2pp | 53.37%-28.8pp | 28.85%-4.3pp |
| Employer contribution / active EE | $16,541 | $4,381+277.5% | $6,785+143.8% | $2,588+539.2% |
| Participant deferral / active EE | $21,298 | $6,923+207.6% | $10,408+104.6% | $4,289+396.6% |
| Admin fee / account holder | -$376 | $966-139.0% | $12,815-102.9% | $1,587-123.7% |