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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 35-0145825 | Loan Processing | $29,032 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,224 | $52,293-78.5% | $178,490-93.7% | $73,409-84.7% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 2.89% | 34.75%-31.9pp | 151.07%-148.2pp | 59.29%-56.4pp |
| Employer contribution / active EE | $849 | $1,735-51.1% | $5,011-83.1% | $2,234-62.0% |
| Participant deferral / active EE | $1,325 | $2,332-43.2% | $5,202-74.5% | $3,805-65.2% |
| Admin fee / account holder | $2 | $127-98.7% | $13,984-100.0% | $158-99.0% |