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 04-2647786 | Loan Processing | $29,080 |
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 | $117,467 | $59,584+97.1% | $86,874+35.2% | $79,386+48.0% |
| Participation rate | 68.8% | 67.7%+1.1pp | 71.6%-2.9pp | 70.7%-2.0pp |
| Annual return | 18.53% | 23.15%-4.6pp | 63.52%-45.0pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,666 | $1,768-5.7% | $2,495-33.2% | $2,427-31.4% |
| Participant deferral / active EE | $6,160 | $3,036+102.9% | $3,699+66.5% | $4,046+52.3% |
| Admin fee / account holder | $187 | $604-69.1% | $5,828-96.8% | $626-70.2% |