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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 27 · EIN 35-2552359 | Advisory (Plan) | $10,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,793 |
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 | $57,526 | $71,883-20.0% | $86,677-33.6% | $68,494-16.0% |
| Participation rate | 75.9% | 72.2%+3.7pp | 76.6%-0.6pp | 67.9%+8.0pp |
| Annual return | -15.88% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $28,758 | $3,779+661.1% | $4,656+517.7% | $4,027+614.1% |
| Admin fee / account holder | $195 | $6,112-96.8% | $7,493-97.4% | $5,403-96.4% |