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 | $1,600 |
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 | $109,325 | $132,049-17.2% | $200,582-45.5% | $74,304+47.1% |
| Participation rate | 69.3% | 84.1%-14.8pp | 86.9%-17.6pp | 60.3%+8.9pp |
| Annual return | 19.18% | 22.22%-3.0pp | 42.33%-23.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $3,842 | $4,558-15.7% | $6,419-40.1% | $2,241+71.4% |
| Participant deferral / active EE | $9,966 | $7,213+38.2% | $9,331+6.8% | $3,767+164.5% |
| Admin fee / account holder | $9 | $2,405-99.6% | $16,305-99.9% | $2,969-99.7% |