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 5-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 | $16,350 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,397 |
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 | $33,647 | $45,602-26.2% | $117,472-71.4% | $66,914-49.7% |
| Participation rate | 96.7% | 57.6%+39.1pp | 70.6%+26.1pp | 69.8%+26.9pp |
| Annual return | -6.14% | -16.74%+10.6pp | 29.74%-35.9pp | 1.58%-7.7pp |
| Employer contribution / active EE | $426 | $1,579-73.0% | $4,176-89.8% | $2,544-83.3% |
| Participant deferral / active EE | $6,955 | $2,845+144.5% | $4,070+70.9% | $4,237+64.2% |
| Admin fee / account holder | $105 | $661-84.1% | $5,645-98.1% | $593-82.3% |