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 7-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 | $285,512 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,786 | $58,644-71.4% | $177,989-90.6% | $199,593-91.6% |
| Participation rate | 92.6% | 65.5%+27.1pp | 77.1%+15.5pp | 72.0%+20.6pp |
| Annual return | 13.48% | 19.25%-5.8pp | 294.48%-281.0pp | 34.25%-20.8pp |
| Employer contribution / active EE | $586 | $1,801-67.5% | $3,949-85.2% | $3,034-80.7% |
| Participant deferral / active EE | $3,773 | $4,248-11.2% | $6,276-39.9% | $5,087-25.8% |
| Admin fee / account holder | $122 | $145-16.1% | $10,363-98.8% | $269-54.6% |