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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,833 |
Annual investment return 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 | $84,552 | $81,460+3.8% | $103,333-18.2% | $80,856+4.6% |
| Participation rate | 92.0% | 66.8%+25.1pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 9.83% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,565 | $3,105+14.8% | $3,868-7.8% | $2,755+29.4% |
| Participant deferral / active EE | $7,216 | $3,869+86.5% | $5,057+42.7% | $4,296+68.0% |
| Admin fee / account holder | $67 | $6,566-99.0% | $8,355-99.2% | $6,918-99.0% |