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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 3-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 | $9,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,609 | $101,317-57.0% | $146,958-70.3% | $74,495-41.5% |
| Participation rate | 60.2% | 75.5%-15.3pp | 82.2%-21.9pp | 67.2%-7.0pp |
| Annual return | 21.71% | 8730.91%-8709.2pp | 418.34%-396.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,027 | $7,303+23.6% | $8,070+11.9% | $4,346+107.7% |
| Admin fee / account holder | $56 | $1,739-96.8% | $12,998-99.6% | $1,942-97.1% |