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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 | -$18,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,793 | $65,061+443.8% | $143,757+146.1% | $66,914+428.7% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -19.21% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $14,925 | $2,361+532.3% | $4,951+201.5% | $2,544+486.6% |
| Participant deferral / active EE | $11,532 | $2,919+295.1% | $5,637+104.6% | $4,237+172.2% |
| Admin fee / account holder | -$139 | $502-127.7% | $14,673-100.9% | $593-123.4% |