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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.
See the 4-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 | $28,021 |
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 | $10,567 | $50,458-79.1% | $159,960-93.4% | $64,808-83.7% |
| Participation rate | 94.2% | 68.0%+26.1pp | 78.0%+16.2pp | 71.5%+22.7pp |
| Annual return | 0.00% | -13.42%+13.4pp | 408.60%-408.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,698 | $4,004+67.3% | $6,182+8.3% | $4,310+55.4% |
| Admin fee / account holder | $34 | $706-95.2% | $8,698-99.6% | $188-81.8% |