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 9-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 | $10,075 |
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 | $15,463 | $53,165-70.9% | $86,188-82.1% | $74,419-79.2% |
| Participation rate | 92.0% | 64.9%+27.1pp | 69.0%+23.0pp | 70.7%+21.2pp |
| Annual return | 20.24% | 22.64%-2.4pp | 1168.45%-1148.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $383 | $1,210-68.3% | $2,380-83.9% | $2,637-85.5% |
| Participant deferral / active EE | $2,002 | $3,234-38.1% | $3,985-49.8% | $4,528-55.8% |
| Admin fee / account holder | $17 | $551-96.9% | $6,852-99.8% | $348-95.1% |