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 | $33,847 |
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 | $83,538 | $82,917+0.7% | $103,333-19.2% | $77,643+7.6% |
| Participation rate | 15.0% | 71.6%-56.5pp | 74.5%-59.5pp | 70.6%-55.6pp |
| Annual return | 20.71% | 19.13%+1.6pp | 24.88%-4.2pp | 31.24%-10.5pp |
| Employer contribution / active EE | $927 | $3,552-73.9% | $3,868-76.0% | $2,726-66.0% |
| Participant deferral / active EE | $1,827 | $4,108-55.5% | $5,057-63.9% | $4,647-60.7% |
| Admin fee / account holder | $240 | $638-62.4% | $8,355-97.1% | $430-44.2% |