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 | $5,868 |
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 | $18,748 | $82,664-77.3% | $125,339-85.0% | $68,494-72.6% |
| Participation rate | 65.9% | 75.0%-9.1pp | 82.4%-16.4pp | 67.9%-2.0pp |
| Annual return | -11.43% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,629 | $3,381-51.8% | $4,814-66.2% | $2,596-37.3% |
| Participant deferral / active EE | $3,878 | $6,110-36.5% | $7,446-47.9% | $4,027-3.7% |
| Admin fee / account holder | $99 | $6,275-98.4% | $10,010-99.0% | $5,403-98.2% |