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 | $2,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,222 | $61,052-14.5% | $142,863-63.4% | $79,386-34.2% |
| Participation rate | 61.5% | 60.1%+1.4pp | 71.9%-10.4pp | 70.7%-9.2pp |
| Annual return | 12.08% | 16.02%-3.9pp | 5637.54%-5625.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,643 | $1,481+78.5% | $4,144-36.2% | $2,427+8.9% |
| Participant deferral / active EE | $4,782 | $2,879+66.1% | $3,837+24.6% | $4,046+18.2% |
| Admin fee / account holder | $25 | $659-96.3% | $6,560-99.6% | $626-96.1% |