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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 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 | $12,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,640 | $63,745-62.9% | $98,442-76.0% | $79,386-70.2% |
| Participation rate | 62.4% | 69.9%-7.5pp | 73.3%-11.0pp | 70.7%-8.3pp |
| Annual return | 14.68% | 625.80%-611.1pp | 1492.73%-1478.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,951 | $2,557-23.7% | $2,960-34.1% | $2,427-19.6% |
| Participant deferral / active EE | $539 | $3,303-83.7% | $4,276-87.4% | $4,046-86.7% |
| Admin fee / account holder | $165 | $516-68.1% | $5,949-97.2% | $626-73.7% |