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 | $2,275 |
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 | $116,398 | $85,713+35.8% | $86,677+34.3% | - |
| Participation rate | 69.7% | 72.2%-2.5pp | 76.6%-6.9pp | - |
| Annual return | -16.40% | -20.12%+3.7pp | 35.91%-52.3pp | - |
| Employer contribution / active EE | $947 | $1,789-47.1% | $2,836-66.6% | - |
| Participant deferral / active EE | $2,753 | $3,318-17.0% | $4,656-40.9% | - |
| Admin fee / account holder | $70 | $28,935-99.8% | $7,493-99.1% | - |