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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 35-0145825 | Loan Processing | $16,261 |
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,241 | $94,833-91.3% | $75,696-89.1% | $86,799-90.5% |
| Participation rate | 93.3% | 79.1%+14.2pp | 74.8%+18.5pp | 72.3%+21.1pp |
| Annual return | 0.00% | 16.91%-16.9pp | 104.53%-104.5pp | 97.91%-97.9pp |
| Employer contribution / active EE | $2,342 | $2,904-19.4% | $2,743-14.6% | $2,405-2.6% |
| Participant deferral / active EE | $936 | $3,632-74.2% | $3,821-75.5% | $4,131-77.3% |
| Admin fee / account holder | $8 | $109-92.3% | $3,619-99.8% | $170-95.1% |