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 | $2,563 |
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 | $50,201 | $50,464-0.5% | $75,781-33.8% | $52,331-4.1% |
| Participation rate | 66.8% | 66.8%+0.1pp | 75.8%-9.0pp | 68.1%-1.3pp |
| Annual return | -0.29% | 1.03%-1.3pp | 9.68%-10.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,618 | $1,988-18.6% | $3,323-51.3% | $1,882-14.0% |
| Participant deferral / active EE | $2,810 | $2,570+9.3% | $3,651-23.0% | $3,022-7.0% |
| Admin fee / account holder | $15 | $1,103-98.6% | $5,299-99.7% | $592-97.5% |