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 | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,847 | $98,750+28.5% | $149,696-15.3% | $79,858+58.8% |
| Participation rate | 62.4% | 75.8%-13.4pp | 82.5%-20.1pp | 69.6%-7.3pp |
| Annual return | 26.68% | 27.43%-0.7pp | 276.60%-249.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,999 | $5,680+93.6% | $6,842+60.8% | $3,740+194.1% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |