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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 27 · EIN 45-5608425 | Advisory (Plan) | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,238 |
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 | $76,436 | $82,202-7.0% | $125,339-39.0% | $64,808+17.9% |
| Participation rate | 92.2% | 77.9%+14.3pp | 82.4%+9.8pp | 71.5%+20.7pp |
| Annual return | -13.98% | 3.48%-17.5pp | 572.05%-586.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,482 | $7,175+32.2% | $7,446+27.3% | $4,310+120.0% |
| Admin fee / account holder | $79 | $163-51.5% | $10,010-99.2% | $188-57.8% |