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 12 | Participant loan processing; Account ... | $3,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,844 | $50,815-59.0% | $155,509-86.6% | $77,643-73.2% |
| Participation rate | 67.2% | 63.1%+4.1pp | 78.2%-11.0pp | 70.6%-3.4pp |
| Annual return | 15.19% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,092 | $1,993-45.2% | $4,672-76.6% | $2,726-59.9% |
| Participant deferral / active EE | $1,378 | $2,822-51.2% | $5,626-75.5% | $4,647-70.3% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |