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 37 · EIN 39-6040276 | Loan Processing | $2,047 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,805 | $49,451-21.5% | $79,550-51.2% | $66,914-42.0% |
| Participation rate | 43.0% | 61.3%-18.3pp | 69.5%-26.5pp | 69.8%-26.8pp |
| Annual return | -14.88% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,175 | $3,159-31.1% | $3,985-45.4% | $4,237-48.7% |
| Admin fee / account holder | $47 | $595-92.1% | $6,832-99.3% | $593-92.1% |