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 | $4,950 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,670 | $44,642-24.6% | $91,220-63.1% | $66,914-49.7% |
| Participation rate | 64.2% | 64.9%-0.7pp | 73.2%-9.0pp | 69.8%-5.6pp |
| Annual return | -15.31% | -12.29%-3.0pp | 114.01%-129.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $195 | $1,706-88.6% | $2,850-93.1% | $2,544-92.3% |
| Participant deferral / active EE | $1,803 | $3,349-46.2% | $4,234-57.4% | $4,237-57.4% |
| Admin fee / account holder | $48 | $521-90.9% | $5,420-99.1% | $593-92.0% |