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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,295 | $55,416-74.2% | $75,972-81.2% | $77,643-81.6% |
| Participation rate | 49.2% | 63.6%-14.4pp | 69.1%-19.8pp | 70.6%-21.4pp |
| Annual return | 11.88% | 17.07%-5.2pp | 359.55%-347.7pp | 31.24%-19.4pp |
| Employer contribution / active EE | $710 | $1,788-60.3% | $2,685-73.6% | $2,726-74.0% |
| Participant deferral / active EE | $430 | $3,447-87.5% | $4,255-89.9% | $4,647-90.7% |
| Admin fee / account holder | $10 | $414-97.7% | $6,467-99.9% | $430-97.8% |