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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 | $4,206 |
Service code 55 · EIN 95-3845382 | Other Commissions | $4,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,224 | $95,416-52.6% | $185,823-75.7% | $85,850-47.3% |
| Participation rate | 21.9% | 68.8%-46.8pp | 81.7%-59.8pp | 69.3%-47.4pp |
| Annual return | 15.03% | 23.59%-8.6pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,319 | $3,423-3.0% | $5,568-40.4% | $3,952-16.0% |
| Admin fee / account holder | $86 | $7,213-98.8% | $16,237-99.5% | $6,260-98.6% |