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 | $27,711 |
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 | $72,333 | $61,052+18.5% | $142,863-49.4% | $79,386-8.9% |
| Participation rate | 63.2% | 60.1%+3.1pp | 71.9%-8.7pp | 70.7%-7.5pp |
| Annual return | 14.24% | 16.02%-1.8pp | 5637.54%-5623.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,917 | $1,481+29.5% | $4,144-53.7% | $2,427-21.0% |
| Participant deferral / active EE | $2,968 | $2,879+3.1% | $3,837-22.6% | $4,046-26.6% |
| Admin fee / account holder | $129 | $659-80.4% | $6,560-98.0% | $626-79.4% |