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 | $13,539 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,294 | $88,083-62.2% | $164,813-79.8% | $74,495-55.3% |
| Participation rate | 92.2% | 73.0%+19.1pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 15.82% | 17.26%-1.4pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,383 | $2,593+30.5% | $4,341-22.1% | $2,623+29.0% |
| Participant deferral / active EE | $3,897 | $4,498-13.4% | $6,031-35.4% | $4,346-10.3% |
| Admin fee / account holder | $120 | $2,234-94.6% | $12,690-99.1% | $1,942-93.8% |