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 | $8,967 |
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 | $138,923 | $84,556+64.3% | $116,228+19.5% | $74,304+87.0% |
| Participation rate | 61.8% | 66.0%-4.3pp | 74.6%-12.8pp | 60.3%+1.4pp |
| Annual return | 17.40% | 18.35%-1.0pp | 90.06%-72.7pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,798 | $2,168+29.1% | $2,994-6.6% | $2,241+24.9% |
| Participant deferral / active EE | $5,043 | $3,814+32.2% | $4,953+1.8% | $3,767+33.9% |
| Admin fee / account holder | $73 | $3,792-98.1% | $11,989-99.4% | $2,969-97.5% |