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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 | $40,104 |
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 | $21,627 | $70,908-69.5% | $98,907-78.1% | $73,488-70.6% |
| Participation rate | 93.1% | 73.8%+19.4pp | 76.0%+17.1pp | 70.7%+22.4pp |
| Annual return | 16.57% | 34.17%-17.6pp | 196.43%-179.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,035 | $2,036-0.1% | $2,689-24.3% | $2,270-10.4% |
| Participant deferral / active EE | $4,089 | $3,500+16.8% | $4,244-3.7% | $3,740+9.4% |
| Admin fee / account holder | $168 | $535-68.6% | $6,642-97.5% | $513-67.3% |