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 8-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 | $481 |
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 | $133,905 | $79,694+68.0% | $96,139+39.3% | $79,386+68.7% |
| Participation rate | 53.6% | 54.0%-0.4pp | 68.4%-14.9pp | 70.7%-17.1pp |
| Annual return | 16.76% | 40.84%-24.1pp | 191.94%-175.2pp | 116.85%-100.1pp |
| Employer contribution / active EE | $478 | $1,443-66.9% | $2,797-82.9% | $2,427-80.3% |
| Participant deferral / active EE | $1,489 | $2,539-41.3% | $4,349-65.8% | $4,046-63.2% |
| Admin fee / account holder | $6 | $630-99.0% | $5,537-99.9% | $626-99.0% |