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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 | -$40,989 |
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 | $149,671 | $51,447+190.9% | $104,607+43.1% | $73,409+103.9% |
| Participation rate | 95.3% | 68.2%+27.1pp | 74.1%+21.2pp | 72.2%+23.1pp |
| Annual return | 25.99% | 25.06%+0.9pp | 340.46%-314.5pp | 59.29%-33.3pp |
| Employer contribution / active EE | $0 | $1,441-100.0% | $2,681-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,379 | $3,058+108.6% | $3,740+70.6% | $3,805+67.6% |
| Admin fee / account holder | -$49 | $122-140.0% | $6,473-100.8% | $158-130.9% |