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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 | $5,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $44,308 | $61,156-27.5% | $185,823-76.2% | $79,386-44.2% |
| Participation rate | 48.2% | 66.6%-18.4pp | 81.7%-33.5pp | 70.7%-22.5pp |
| Annual return | 11.33% | 19.45%-8.1pp | 122.05%-110.7pp | 116.85%-105.5pp |
| Employer contribution / active EE | $834 | $2,321-64.1% | $5,167-83.9% | $2,427-65.6% |
| Participant deferral / active EE | $1,829 | $2,789-34.4% | $5,568-67.2% | $4,046-54.8% |
| Admin fee / account holder | $95 | $710-86.6% | $16,237-99.4% | $626-84.8% |