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 | $594 |
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 | $26,296 | $71,516-63.2% | $98,439-73.3% | $71,457-63.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.98% | 32.41%-15.4pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $988 | $2,399-58.8% | $3,048-67.6% | $2,588-61.8% |
| Participant deferral / active EE | $3,135 | $4,109-23.7% | $4,738-33.8% | $4,289-26.9% |
| Admin fee / account holder | $4 | $1,675-99.8% | $8,948-100.0% | $1,587-99.7% |