Filed May 22, 2023
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | -$16,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,923 | $84,936+102.4% | $111,297+54.5% | $79,386+116.6% |
| Participation rate | 97.3% | 75.9%+21.4pp | 77.3%+20.0pp | 70.7%+26.6pp |
| Annual return | 13.24% | 17.45%-4.2pp | 54.65%-41.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,754 | $1,979+140.2% | $2,731+74.1% | $2,427+95.8% |
| Participant deferral / active EE | $8,602 | $3,888+121.2% | $4,487+91.7% | $4,046+112.6% |
| Admin fee / account holder | -$67 | $537-112.5% | $7,964-100.8% | $626-110.7% |