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 | $23,027 |
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 | $71,029 | $88,890-20.1% | $102,423-30.7% | $77,643-8.5% |
| Participation rate | 62.4% | 80.9%-18.5pp | 76.5%-14.1pp | 70.6%-8.2pp |
| Annual return | 15.29% | 24.98%-9.7pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,191 | $2,698-55.8% | $3,023-60.6% | $2,726-56.3% |
| Participant deferral / active EE | $3,492 | $5,145-32.1% | $5,053-30.9% | $4,647-24.9% |
| Admin fee / account holder | $121 | $235-48.7% | $9,451-98.7% | $430-72.0% |