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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 | $11,943 |
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 | $57,551 | $100,923-43.0% | $150,045-61.6% | $74,304-22.5% |
| Participation rate | 62.3% | 70.1%-7.8pp | 82.3%-20.0pp | 60.3%+2.0pp |
| Annual return | 25.44% | 51.77%-26.3pp | 62.55%-37.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,943 | $6,709+33.3% | $7,997+11.8% | $3,767+137.4% |
| Admin fee / account holder | $72 | $2,767-97.4% | $13,435-99.5% | $2,969-97.6% |