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 10-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 | $57,190 |
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 | $25,059 | $72,607-65.5% | $90,749-72.4% | $66,914-62.6% |
| Participation rate | 92.4% | 73.7%+18.7pp | 75.7%+16.7pp | 69.8%+22.6pp |
| Annual return | -17.04% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,374 | $2,369+0.2% | $2,921-18.7% | $2,544-6.7% |
| Participant deferral / active EE | $5,264 | $3,977+32.3% | $4,564+15.3% | $4,237+24.2% |
| Admin fee / account holder | $233 | $707-67.0% | $8,445-97.2% | $593-60.7% |