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 9-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 | $46,098 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,777 | $124,732-72.1% | $180,183-80.7% | $85,563-59.4% |
| Participation rate | 72.7% | 83.2%-10.5pp | 77.4%-4.7pp | 66.0%+6.7pp |
| Annual return | 29.15% | 17.73%+11.4pp | 27.86%+1.3pp | 31.51%-2.4pp |
| Employer contribution / active EE | $1,891 | $5,370-64.8% | $5,039-62.5% | $2,654-28.8% |
| Participant deferral / active EE | $5,029 | $7,763-35.2% | $6,822-26.3% | $4,375+15.0% |
| Admin fee / account holder | $138 | $294-53.1% | $19,975-99.3% | $834-83.5% |