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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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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 | $860 |
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 | $77,936 | $69,362+12.4% | $101,248-23.0% | $73,488+6.1% |
| Participation rate | 63.1% | 68.4%-5.3pp | 75.8%-12.7pp | 70.7%-7.6pp |
| Annual return | 20.33% | 18.46%+1.9pp | 46.47%-26.1pp | 28.51%-8.2pp |
| Employer contribution / active EE | $454 | $2,628-82.7% | $3,660-87.6% | $2,270-80.0% |
| Participant deferral / active EE | $3,764 | $3,300+14.1% | $4,370-13.9% | $3,740+0.6% |
| Admin fee / account holder | $7 | $704-99.0% | $5,945-99.9% | $513-98.6% |