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 6-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 | $7,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,614 | $65,061-49.9% | $143,757-77.3% | $66,914-51.3% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-14.9pp | 69.8%-4.4pp |
| Annual return | -13.95% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,278 | $2,361-3.5% | $4,951-54.0% | $2,544-10.5% |
| Participant deferral / active EE | $8,215 | $2,919+181.4% | $5,637+45.7% | $4,237+93.9% |
| Admin fee / account holder | $73 | $502-85.5% | $14,673-99.5% | $593-87.7% |