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 6-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 | $135,066 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,817 | $104,697-58.1% | $96,544-54.6% | $80,160-45.3% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.3pp | 72.9%+23.3pp |
| Annual return | 22.75% | 21.78%+1.0pp | 25.84%-3.1pp | 40.38%-17.6pp |
| Employer contribution / active EE | $2,605 | $3,536-26.3% | $2,965-12.1% | $2,978-12.5% |
| Participant deferral / active EE | $4,814 | $6,188-22.2% | $4,851-0.8% | $5,017-4.0% |
| Admin fee / account holder | $71 | $107-33.6% | $8,252-99.1% | $145-51.1% |