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 | $15,495 |
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 | $20,925 | $72,554-71.2% | $138,135-84.9% | $73,488-71.5% |
| Participation rate | 92.7% | 74.8%+17.8pp | 78.7%+14.0pp | 70.7%+22.0pp |
| Annual return | 13.17% | 17.50%-4.3pp | 20.51%-7.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,394 | $3,511-31.8% | $5,587-57.2% | $2,270+5.4% |
| Participant deferral / active EE | $4,630 | $4,908-5.7% | $6,431-28.0% | $3,740+23.8% |
| Admin fee / account holder | $105 | $464-77.3% | $11,856-99.1% | $513-79.5% |