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 3-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 | $35,256 |
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 | $56,417 | $108,719-48.1% | $101,326-44.3% | $85,563-34.1% |
| Participation rate | 50.2% | 80.9%-30.7pp | 81.5%-31.3pp | 66.0%-15.8pp |
| Annual return | 30.94% | 20.95%+10.0pp | 36.82%-5.9pp | 31.51%-0.6pp |
| Employer contribution / active EE | $2,357 | $3,114-24.3% | $3,665-35.7% | $2,654-11.2% |
| Participant deferral / active EE | $4,850 | $8,545-43.2% | $7,994-39.3% | $4,375+10.9% |
| Admin fee / account holder | $196 | $685-71.4% | $11,185-98.2% | $834-76.5% |