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 8-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 | $10,231 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,313 | $102,553-72.4% | $151,611-81.3% | $66,914-57.7% |
| Participation rate | 65.8% | 85.5%-19.7pp | 87.5%-21.7pp | 69.8%-4.0pp |
| Annual return | 0.27% | -10.82%+11.1pp | 3.33%-3.1pp | 1.58%-1.3pp |
| Employer contribution / active EE | $1,623 | $4,180-61.2% | $6,166-73.7% | $2,544-36.2% |
| Participant deferral / active EE | $6,726 | $6,641+1.3% | $8,363-19.6% | $4,237+58.8% |
| Admin fee / account holder | $92 | $630-85.4% | $11,616-99.2% | $593-84.5% |