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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 | $24,597 |
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 | $45,588 | $58,926-22.6% | $97,226-53.1% | $74,495-38.8% |
| Participation rate | 89.2% | 63.5%+25.7pp | 72.7%+16.5pp | 67.2%+22.0pp |
| Annual return | 21.65% | 16.04%+5.6pp | 75.13%-53.5pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $12 | $1,894-99.4% | $2,729-99.6% | $2,623-99.6% |
| Participant deferral / active EE | $17,884 | $3,664+388.1% | $4,264+319.4% | $4,346+311.5% |
| Admin fee / account holder | $57 | $1,974-97.1% | $5,654-99.0% | $1,942-97.1% |