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 | $3,450 |
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 | $98,623 | $65,435+50.7% | $86,677+13.8% | $66,914+47.4% |
| Participation rate | 53.2% | 75.5%-22.3pp | 76.6%-23.4pp | 69.8%-16.6pp |
| Annual return | -13.27% | -10.89%-2.4pp | 35.91%-49.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,487 | $2,153-30.9% | $2,836-47.6% | $2,544-41.5% |
| Participant deferral / active EE | $3,037 | $4,100-25.9% | $4,656-34.8% | $4,237-28.3% |
| Admin fee / account holder | $27 | $642-95.7% | $7,493-99.6% | $593-95.4% |