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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,650 |
Annual investment return 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 | $207,343 | $92,055+125.2% | $106,213+95.2% | $77,643+167.0% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.8pp | 70.6%+27.5pp |
| Annual return | 11.23% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $4,362 | $3,367+29.5% | $3,171+37.5% | $2,726+60.0% |
| Participant deferral / active EE | $11,666 | $5,386+116.6% | $5,016+132.6% | $4,647+151.0% |
| Admin fee / account holder | $5 | $219-97.7% | $11,033-100.0% | $430-98.8% |