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 | $2,847 |
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 | $134,385 | $79,171+69.7% | $102,423+31.2% | $74,495+80.4% |
| Participation rate | 66.7% | 74.8%-8.1pp | 76.5%-9.8pp | 67.2%-0.5pp |
| Annual return | 12.68% | 54.93%-42.3pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,583 | $2,362+9.4% | $3,023-14.5% | $2,623-1.5% |
| Participant deferral / active EE | $6,517 | $4,415+47.6% | $5,053+29.0% | $4,346+50.0% |
| Admin fee / account holder | $25 | $2,001-98.7% | $9,451-99.7% | $1,942-98.7% |