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 | $34,193 |
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 | $52,348 | $42,353+23.6% | $79,550-34.2% | $64,808-19.2% |
| Participation rate | 56.2% | 64.8%-8.5pp | 69.5%-13.3pp | 71.5%-15.2pp |
| Annual return | -16.00% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,400 | $1,181+18.6% | $2,413-42.0% | $2,506-44.1% |
| Participant deferral / active EE | $3,119 | $3,170-1.6% | $3,985-21.7% | $4,310-27.6% |
| Admin fee / account holder | $109 | $160-31.5% | $6,832-98.4% | $188-41.8% |