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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 10-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 | $33,741 |
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 | $16,729 | $66,310-74.8% | $93,606-82.1% | $65,185-74.3% |
| Participation rate | 96.0% | 74.0%+22.0pp | 75.8%+20.2pp | 70.2%+25.8pp |
| Annual return | 24.83% | 42.58%-17.8pp | 32.76%-7.9pp | 29.38%-4.6pp |
| Employer contribution / active EE | $2,014 | $2,012+0.1% | $2,718-25.9% | $2,177-7.5% |
| Participant deferral / active EE | $4,068 | $3,342+21.7% | $4,0690% | $3,514+15.8% |
| Admin fee / account holder | $142 | $6,897-97.9% | $7,888-98.2% | $847-83.3% |