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 | $3,862 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,965 | $79,171-63.4% | $102,423-71.7% | $74,495-61.1% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 18.99% | 54.93%-35.9pp | 29.32%-10.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,536 | $2,362-35.0% | $3,023-49.2% | $2,623-41.5% |
| Participant deferral / active EE | $1,840 | $4,415-58.3% | $5,053-63.6% | $4,346-57.7% |
| Admin fee / account holder | $17 | $2,001-99.1% | $9,451-99.8% | $1,942-99.1% |