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 5-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 | $11,797 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,987 | $92,055-56.6% | $106,213-62.4% | $77,643-48.5% |
| Participation rate | 98.5% | 81.0%+17.5pp | 75.3%+23.2pp | 70.6%+27.9pp |
| Annual return | 19.78% | 17.91%+1.9pp | 116.14%-96.4pp | 31.24%-11.5pp |
| Employer contribution / active EE | $4,439 | $3,367+31.8% | $3,171+40.0% | $2,726+62.9% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $33 | $219-85.1% | $11,033-99.7% | $430-92.4% |