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 | $5,298 |
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 | $54,680 | $88,083-37.9% | $164,813-66.8% | $74,495-26.6% |
| Participation rate | 47.6% | 73.0%-25.4pp | 78.6%-31.0pp | 67.2%-19.6pp |
| Annual return | 15.60% | 17.26%-1.7pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,215 | $2,593-53.1% | $4,341-72.0% | $2,623-53.7% |
| Participant deferral / active EE | $3,889 | $4,498-13.5% | $6,031-35.5% | $4,346-10.5% |
| Admin fee / account holder | $38 | $2,234-98.3% | $12,690-99.7% | $1,942-98.0% |