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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,011 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,345 | $102,553+25.2% | $151,611-15.3% | $66,914+91.8% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -17.76% | -10.82%-6.9pp | 3.33%-21.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,345 | $4,180-20.0% | $6,166-45.8% | $2,544+31.5% |
| Participant deferral / active EE | $5,791 | $6,641-12.8% | $8,363-30.8% | $4,237+36.7% |
| Admin fee / account holder | $86 | $630-86.4% | $11,616-99.3% | $593-85.5% |