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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 | $21,335 |
MSL, P.A.1 year Service code 10 · EIN 59-3070669 | Accounting | $11,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,099 | $45,031-37.6% | $84,966-66.9% | $77,643-63.8% |
| Participation rate | 50.4% | 48.7%+1.7pp | 67.5%-17.1pp | 70.6%-20.2pp |
| Annual return | 10.88% | 79.22%-68.3pp | 66.38%-55.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,342 | $1,609-16.6% | $2,727-50.8% | $2,726-50.8% |
| Participant deferral / active EE | $909 | $2,807-67.6% | $4,519-79.9% | $4,647-80.4% |
| Admin fee / account holder | $69 | $912-92.5% | $6,149-98.9% | $430-84.0% |