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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 | -$79 |
Participant 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 | $55,557 | $73,638-24.6% | $95,952-42.1% | $73,488-24.4% |
| Participation rate | 95.4% | 76.2%+19.3pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 18.34% | 16.78%+1.6pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,229 | $1,863-34.0% | $2,541-51.6% | $2,270-45.9% |
| Participant deferral / active EE | $1,187 | $3,617-67.2% | $4,167-71.5% | $3,740-68.3% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |