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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 | $69,686 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,138 | $129,021-64.2% | $184,203-75.0% | $77,643-40.6% |
| Participation rate | 78.5% | 87.3%-8.8pp | 86.8%-8.3pp | 70.6%+7.9pp |
| Annual return | 18.26% | 33.27%-15.0pp | 28.81%-10.5pp | 31.24%-13.0pp |
| Employer contribution / active EE | $754 | $4,413-82.9% | $6,427-88.3% | $2,726-72.3% |
| Participant deferral / active EE | $4,377 | $7,297-40.0% | $9,131-52.1% | $4,647-5.8% |
| Admin fee / account holder | $118 | $254-53.6% | $13,901-99.2% | $430-72.6% |