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 | $2,850 |
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 | $122,099 | $76,050+60.5% | $96,544+26.5% | $71,457+70.9% |
| Participation rate | 59.3% | 74.4%-15.1pp | 76.0%-16.7pp | 67.9%-8.7pp |
| Annual return | 15.50% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,748 | $2,244-22.1% | $2,965-41.0% | $2,588-32.5% |
| Participant deferral / active EE | $3,404 | $4,215-19.2% | $4,851-29.8% | $4,289-20.6% |
| Admin fee / account holder | $25 | $2,707-99.1% | $8,252-99.7% | $1,587-98.4% |