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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 | $40,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,170 | $79,519-68.3% | $95,952-73.8% | $73,409-65.7% |
| Participation rate | 84.1% | 81.2%+3.0pp | 77.1%+7.1pp | 72.2%+12.0pp |
| Annual return | 4.62% | 19.20%-14.6pp | 91.61%-87.0pp | 59.29%-54.7pp |
| Employer contribution / active EE | $1,529 | $2,048-25.4% | $2,541-39.8% | $2,234-31.6% |
| Participant deferral / active EE | $2,128 | $4,138-48.6% | $4,167-48.9% | $3,805-44.1% |
| Admin fee / account holder | $68 | $184-63.1% | $6,795-99.0% | $158-56.9% |