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 | $8,331 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,230 | $79,171+64.5% | $102,423+27.1% | $74,495+74.8% |
| Participation rate | 61.2% | 74.8%-13.6pp | 76.5%-15.3pp | 67.2%-6.0pp |
| Annual return | 10.86% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,416 | $2,362-40.0% | $3,023-53.2% | $2,623-46.0% |
| Participant deferral / active EE | $5,240 | $4,415+18.7% | $5,053+3.7% | $4,346+20.6% |
| Admin fee / account holder | $59 | $2,001-97.1% | $9,451-99.4% | $1,942-97.0% |