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 | $38,345 |
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 | $59,143 | $56,503+4.7% | $70,092-15.6% | $64,808-8.7% |
| Participation rate | 64.4% | 70.5%-6.0pp | 70.5%-6.0pp | 71.5%-7.0pp |
| Annual return | -15.97% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,975 | $2,046-3.5% | $2,559-22.8% | $2,506-21.2% |
| Participant deferral / active EE | $4,717 | $3,389+39.2% | $3,849+22.6% | $4,310+9.4% |
| Admin fee / account holder | $168 | $160+4.8% | $6,267-97.3% | $188-10.5% |