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 | $51,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $101,317-52.0% | $146,958-66.9% | $74,495-34.8% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.7pp | 67.2%+14.2pp |
| Annual return | 13.90% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,565 | $3,810-58.9% | $4,933-68.3% | $2,623-40.3% |
| Participant deferral / active EE | $6,743 | $7,303-7.7% | $8,070-16.4% | $4,346+55.2% |
| Admin fee / account holder | $301 | $1,739-82.7% | $12,998-97.7% | $1,942-84.5% |