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 9-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 | $3,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,107 | $104,317-67.3% | $159,436-78.6% | $86,799-60.7% |
| Participation rate | 28.9% | 77.7%-48.8pp | 82.8%-53.9pp | 72.3%-43.4pp |
| Annual return | 25.08% | 26.32%-1.2pp | 263.57%-238.5pp | 97.91%-72.8pp |
| Employer contribution / active EE | $9 | $3,451-99.7% | $4,829-99.8% | $2,405-99.6% |
| Participant deferral / active EE | $4,907 | $6,837-28.2% | $7,352-33.3% | $4,131+18.8% |
| Admin fee / account holder | $13 | $172-92.6% | $10,799-99.9% | $170-92.5% |