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 | -$229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,609 | $79,171+1.8% | $102,423-21.3% | $74,495+8.2% |
| Participation rate | 68.4% | 74.8%-6.4pp | 76.5%-8.1pp | 67.2%+1.2pp |
| Annual return | 13.57% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,964 | $2,362-16.9% | $3,023-35.0% | $2,623-25.1% |
| Participant deferral / active EE | $3,441 | $4,415-22.1% | $5,053-31.9% | $4,346-20.8% |
| Admin fee / account holder | $7 | $2,001-99.7% | $9,451-99.9% | $1,942-99.6% |