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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 | $165 |
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 | $189,265 | $101,317+86.8% | $146,958+28.8% | $74,495+154.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 29.90% | 8730.91%-8701.0pp | 418.34%-388.4pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $398 | $3,810-89.5% | $4,933-91.9% | $2,623-84.8% |
| Participant deferral / active EE | $9,979 | $7,303+36.6% | $8,070+23.7% | $4,346+129.6% |
| Admin fee / account holder | $1 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |