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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.
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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 | $9,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,595 | $104,475+76.7% | $159,436+15.8% | $79,386+132.5% |
| Participation rate | 55.3% | 76.6%-21.3pp | 82.8%-27.5pp | 70.7%-15.4pp |
| Annual return | 14.55% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,083 | $6,467-21.4% | $7,352-30.9% | $4,046+25.6% |
| Admin fee / account holder | $82 | $711-88.5% | $10,799-99.2% | $626-87.0% |