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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 | $500 |
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 | $98,596 | $73,638+33.9% | $95,952+2.8% | $73,488+34.2% |
| Participation rate | 88.1% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 22.16% | 16.78%+5.4pp | 91.61%-69.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,412 | $3,617+77.3% | $4,167+53.9% | $3,740+71.5% |
| Admin fee / account holder | $3 | $482-99.4% | $6,795-100.0% | $513-99.5% |