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 | $6,254 |
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 | $99,155 | $55,416+78.9% | $75,972+30.5% | $77,643+27.7% |
| Participation rate | 49.5% | 63.6%-14.1pp | 69.1%-19.5pp | 70.6%-21.1pp |
| Annual return | 16.75% | 17.07%-0.3pp | 359.55%-342.8pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,227 | $1,788-31.4% | $2,685-54.3% | $2,726-55.0% |
| Participant deferral / active EE | $2,394 | $3,447-30.6% | $4,255-43.7% | $4,647-48.5% |
| Admin fee / account holder | $37 | $414-91.1% | $6,467-99.4% | $430-91.4% |