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 | $3,668 |
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 | $128,670 | $49,693+158.9% | $70,515+82.5% | $74,419+72.9% |
| Participation rate | 34.9% | 64.7%-29.8pp | 68.3%-33.4pp | 70.7%-35.8pp |
| Annual return | 23.83% | 21.22%+2.6pp | 32.77%-8.9pp | 34.38%-10.5pp |
| Employer contribution / active EE | $916 | $1,773-48.3% | $2,973-69.2% | $2,637-65.3% |
| Participant deferral / active EE | $1,980 | $3,376-41.3% | $4,567-56.6% | $4,528-56.3% |
| Admin fee / account holder | $35 | $316-88.9% | $6,412-99.5% | $348-89.9% |