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 | $320 |
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 | $86,177 | $98,750-12.7% | $149,696-42.4% | $79,858+7.9% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.6pp |
| Annual return | 29.52% | 27.43%+2.1pp | 276.60%-247.1pp | 31.71%-2.2pp |
| Employer contribution / active EE | $1,732 | $3,216-46.2% | $4,644-62.7% | $2,471-29.9% |
| Participant deferral / active EE | $3,731 | $5,680-34.3% | $6,842-45.5% | $3,740-0.2% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |