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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 | $1,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,437 | $63,114+5.3% | $92,893-28.5% | $65,185+1.9% |
| Participation rate | 63.5% | 68.8%-5.3pp | 76.0%-12.5pp | 70.2%-6.7pp |
| Annual return | 28.90% | 28.75%+0.1pp | 109.41%-80.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $432 | $2,571-83.2% | $3,653-88.2% | $2,177-80.2% |
| Participant deferral / active EE | $3,604 | $3,108+15.9% | $4,236-14.9% | $3,514+2.6% |
| Admin fee / account holder | $11 | $624-98.2% | $5,794-99.8% | $847-98.6% |