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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 | $10,988 |
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 | $147,232 | $132,049+11.5% | $200,582-26.6% | $74,304+98.1% |
| Participation rate | 95.1% | 84.1%+11.0pp | 86.9%+8.2pp | 60.3%+34.7pp |
| Annual return | 9.94% | 22.22%-12.3pp | 42.33%-32.4pp | 29.43%-19.5pp |
| Employer contribution / active EE | $4,185 | $4,558-8.2% | $6,419-34.8% | $2,241+86.7% |
| Participant deferral / active EE | $7,241 | $7,213+0.4% | $9,331-22.4% | $3,767+92.2% |
| Admin fee / account holder | $70 | $2,405-97.1% | $16,305-99.6% | $2,969-97.6% |