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 | $53,121 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,350 |
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 | $62,944 | $30,555+106.0% | $80,716-22.0% | $86,799-27.5% |
| Participation rate | 53.2% | 37.2%+16.0pp | 54.2%-0.9pp | 72.3%-19.0pp |
| Annual return | 14.60% | 30.35%-15.7pp | 87.28%-72.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,027 | $472+117.5% | $1,160-11.5% | $2,405-57.3% |
| Participant deferral / active EE | $2,073 | $1,050+97.5% | $2,146-3.4% | $4,131-49.8% |
| Admin fee / account holder | $296 | $135+118.2% | $3,380-91.3% | $170+74.3% |