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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 | $41,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,069 | $91,538+33.4% | $129,995-6.1% | $75,163+62.4% |
| Participation rate | 89.5% | 71.4%+18.0pp | 78.5%+11.0pp | 67.2%+22.3pp |
| Annual return | 18.78% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,785 | $4,341+148.4% | $5,820+85.3% | $4,125+161.5% |
| Admin fee / account holder | $326 | $6,790-95.2% | $10,614-96.9% | $5,651-94.2% |