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 | $6,995 |
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 | $45,509 | $30,555+48.9% | $80,716-43.6% | $86,799-47.6% |
| Participation rate | 25.9% | 37.2%-11.3pp | 54.2%-28.3pp | 72.3%-46.4pp |
| Annual return | 14.94% | 30.35%-15.4pp | 87.28%-72.3pp | 97.91%-83.0pp |
| Employer contribution / active EE | $514 | $472+8.9% | $1,160-55.7% | $2,405-78.6% |
| Participant deferral / active EE | $894 | $1,050-14.9% | $2,146-58.3% | $4,131-78.4% |
| Admin fee / account holder | $41 | $135-69.4% | $3,380-98.8% | $170-75.6% |