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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 27 · EIN 59-2937883 | Advisory (Plan) | $86,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,619 |
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 | $89,882 | $100,801-10.8% | $149,696-40.0% | $73,409+22.4% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.5%+5.3pp | 72.2%+15.6pp |
| Annual return | 19.40% | 265.34%-245.9pp | 276.60%-257.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,997 | $6,404+24.9% | $6,842+16.9% | $3,805+110.2% |
| Admin fee / account holder | $204 | $181+12.9% | $9,309-97.8% | $158+29.3% |