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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 | $25,137 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,093 | $63,299-84.1% | $91,001-88.9% | $62,292-83.8% |
| Participation rate | 91.4% | 73.3%+18.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 16.67% | 20.99%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,466 | $1,807-18.9% | $2,456-40.3% | $2,042-28.2% |
| Participant deferral / active EE | $2,924 | $2,943-0.6% | $3,547-17.6% | $3,169-7.7% |
| Admin fee / account holder | $90 | $468-80.7% | $5,417-98.3% | $479-81.2% |