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 | $33,637 |
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 | $18,157 | $65,118-72.1% | $76,768-76.3% | $55,725-67.4% |
| Participation rate | 75.0% | 79.6%-4.7pp | 77.0%-2.0pp | 70.9%+4.1pp |
| Annual return | 9.90% | -1.27%+11.2pp | 2.43%+7.5pp | 244.93%-235.0pp |
| Employer contribution / active EE | $1,383 | $1,941-28.8% | $2,485-44.4% | $2,078-33.5% |
| Participant deferral / active EE | $1,646 | $3,688-55.4% | $3,852-57.3% | $3,356-50.9% |
| Admin fee / account holder | $48 | $116-58.7% | $6,675-99.3% | $115-58.5% |