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 | $48,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,757 | $88,083+36.0% | $164,813-27.3% | $74,495+60.8% |
| Participation rate | 86.2% | 73.0%+13.2pp | 78.6%+7.6pp | 67.2%+19.0pp |
| Annual return | 15.21% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,657 | $4,498+114.7% | $6,031+60.1% | $4,346+122.2% |
| Admin fee / account holder | $350 | $2,234-84.3% | $12,690-97.2% | $1,942-82.0% |