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 | $72,905 |
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 | $74,596 | $216,711-65.6% | $136,749-45.5% | $85,563-12.8% |
| Participation rate | 40.6% | 51.7%-11.2pp | 72.1%-31.6pp | 66.0%-25.4pp |
| Annual return | 16.69% | 15.26%+1.4pp | 24.33%-7.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,356 | $1,660-18.3% | $3,400-60.1% | $2,654-48.9% |
| Participant deferral / active EE | $2,938 | $2,635+11.5% | $4,692-37.4% | $4,375-32.8% |
| Admin fee / account holder | $288 | $1,223-76.4% | $11,386-97.5% | $834-65.4% |