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 | $22,334 |
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 | $56,056 | $52,525+6.7% | $117,472-52.3% | $77,904-28.0% |
| Participation rate | 56.9% | 61.6%-4.7pp | 70.6%-13.7pp | 73.7%-16.8pp |
| Annual return | -17.10% | -13.76%-3.3pp | 29.74%-46.8pp | 12.21%-29.3pp |
| Employer contribution / active EE | $529 | $2,166-75.6% | $4,176-87.3% | $2,848-81.4% |
| Participant deferral / active EE | $3,982 | $3,087+29.0% | $4,070-2.2% | $4,806-17.1% |
| Admin fee / account holder | $19 | $99-80.5% | $5,645-99.7% | $133-85.4% |