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 8-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 | $20,516 |
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 | $51,033 | $108,719-53.1% | $101,326-49.6% | $85,563-40.4% |
| Participation rate | 94.9% | 80.9%+14.0pp | 81.5%+13.4pp | 66.0%+29.0pp |
| Annual return | 38.06% | 20.95%+17.1pp | 36.82%+1.2pp | 31.51%+6.5pp |
| Employer contribution / active EE | $911 | $3,114-70.7% | $3,665-75.1% | $2,654-65.7% |
| Participant deferral / active EE | $9,808 | $8,545+14.8% | $7,994+22.7% | $4,375+124.2% |
| Admin fee / account holder | $25 | $685-96.4% | $11,185-99.8% | $834-97.0% |