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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,806 | $28,956+13.3% | $71,735-54.3% | $64,808-49.4% |
| Participation rate | 42.0% | 65.2%-23.2pp | 62.3%-20.3pp | 71.5%-29.5pp |
| Annual return | -18.13% | -7.39%-10.7pp | 9.14%-27.3pp | 32.82%-50.9pp |
| Employer contribution / active EE | $786 | $1,159-32.1% | $1,704-53.9% | $2,506-68.6% |
| Participant deferral / active EE | $2,219 | $2,686-17.4% | $2,658-16.5% | $4,310-48.5% |
| Admin fee / account holder | -$6 | $124-104.8% | $3,974-100.2% | $188-103.2% |