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 | $7,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,848 | $84,936+49.3% | $111,297+14.0% | $79,386+59.8% |
| Participation rate | 41.6% | 75.9%-34.2pp | 77.3%-35.7pp | 70.7%-29.1pp |
| Annual return | 13.56% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,707 | $1,979+36.8% | $2,731-0.9% | $2,427+11.5% |
| Participant deferral / active EE | $2,702 | $3,888-30.5% | $4,487-39.8% | $4,046-33.2% |
| Admin fee / account holder | $41 | $537-92.3% | $7,964-99.5% | $626-93.4% |