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 6-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 | $11,353 |
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 | $145,493 | $48,698+198.8% | $93,606+55.4% | $199,593-27.1% |
| Participation rate | 28.1% | 63.5%-35.5pp | 68.7%-40.6pp | 72.0%-43.9pp |
| Annual return | 12.94% | 15.34%-2.4pp | 133.20%-120.3pp | 34.25%-21.3pp |
| Employer contribution / active EE | $816 | $1,135-28.1% | $2,420-66.3% | $3,034-73.1% |
| Participant deferral / active EE | $1,532 | $2,817-45.6% | $4,411-65.3% | $5,087-69.9% |
| Admin fee / account holder | $20 | $195-89.6% | $8,285-99.8% | $269-92.5% |