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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,082 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,369 | $138,347-47.0% | $184,203-60.2% | $80,856-9.3% |
| Participation rate | 78.1% | 83.9%-5.7pp | 86.8%-8.7pp | 67.6%+10.5pp |
| Annual return | 17.21% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,914 | $7,071+26.1% | $9,131-2.4% | $4,296+107.5% |
| Admin fee / account holder | $103 | $10,483-99.0% | $13,901-99.3% | $6,918-98.5% |