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 | $7,426 |
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 | $67,532 | $79,013-14.5% | $100,391-32.7% | $74,495-9.3% |
| Participation rate | 66.4% | 79.5%-13.1pp | 81.5%-15.1pp | 67.2%-0.8pp |
| Annual return | 13.75% | 20.41%-6.7pp | 49.20%-35.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,183 | $3,021+5.4% | $3,942-19.2% | $2,623+21.4% |
| Participant deferral / active EE | $8,497 | $7,760+9.5% | $8,082+5.1% | $4,346+95.5% |
| Admin fee / account holder | $69 | $1,320-94.8% | $7,899-99.1% | $1,942-96.5% |