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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,273 | $99,957-51.7% | $149,696-67.8% | $73,488-34.3% |
| Participation rate | 77.0% | 75.7%+1.3pp | 82.5%-5.5pp | 70.7%+6.3pp |
| Annual return | 16.12% | 53.87%-37.7pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $488 | $3,191-84.7% | $4,644-89.5% | $2,270-78.5% |
| Participant deferral / active EE | $4,728 | $6,073-22.1% | $6,842-30.9% | $3,740+26.4% |
| Admin fee / account holder | $6 | $551-99.0% | $9,309-99.9% | $513-98.9% |