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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 | $6,298 |
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 | $34,746 | $82,274-57.8% | $152,466-77.2% | $79,386-56.2% |
| Participation rate | 97.5% | 76.4%+21.0pp | 78.2%+19.3pp | 70.7%+26.8pp |
| Annual return | 14.34% | 7959.84%-7945.5pp | 757.33%-743.0pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1 | $3,613-100.0% | $4,327-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,039 | $4,969-38.8% | $5,820-47.8% | $4,046-24.9% |
| Admin fee / account holder | $23 | $632-96.4% | $15,805-99.9% | $626-96.4% |