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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 | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $80,530 | $78,419+2.7% | $133,956-39.9% | $73,409+9.7% |
| Participation rate | 21.3% | 78.6%-57.3pp | 79.8%-58.6pp | 72.2%-50.9pp |
| Annual return | 21.41% | 33.35%-11.9pp | 45.09%-23.7pp | 59.29%-37.9pp |
| Employer contribution / active EE | $643 | $2,044-68.5% | $3,919-83.6% | $2,234-71.2% |
| Participant deferral / active EE | $1,324 | $3,925-66.3% | $5,048-73.8% | $3,805-65.2% |
| Admin fee / account holder | $18 | $161-88.7% | $8,927-99.8% | $158-88.5% |