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 | $1,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,564 | $80,724-57.2% | $103,333-66.6% | $74,495-53.6% |
| Participation rate | 55.2% | 65.7%-10.5pp | 74.5%-19.4pp | 67.2%-12.0pp |
| Annual return | 14.17% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,897 | $3,157-39.9% | $3,868-50.9% | $2,623-27.7% |
| Participant deferral / active EE | $3,996 | $3,860+3.5% | $5,057-21.0% | $4,346-8.0% |
| Admin fee / account holder | $117 | $2,368-95.1% | $8,355-98.6% | $1,942-94.0% |