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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 | $7,696 |
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 | $104,885 | $91,407+14.7% | $135,903-22.8% | $71,457+46.8% |
| Participation rate | 53.7% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 18.13% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,089 | $7,092-28.2% | $7,758-34.4% | $4,289+18.7% |
| Admin fee / account holder | $44 | $1,266-96.5% | $10,762-99.6% | $1,587-97.2% |