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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 | $19,090 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,915 | $66,528-74.6% | $86,874-80.5% | $86,799-80.5% |
| Participation rate | 79.9% | 72.4%+7.5pp | 71.6%+8.2pp | 72.3%+7.6pp |
| Annual return | 11.51% | 19.56%-8.0pp | 63.52%-52.0pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,205 | $2,007-40.0% | $2,495-51.7% | $2,405-49.9% |
| Participant deferral / active EE | $1,441 | $3,240-55.5% | $3,699-61.0% | $4,131-65.1% |
| Admin fee / account holder | $25 | $148-83.1% | $5,828-99.6% | $170-85.3% |