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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 | $28,473 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,981 | $65,435+54.3% | $86,677+16.5% | $66,914+50.9% |
| Participation rate | 73.2% | 75.5%-2.2pp | 76.6%-3.4pp | 69.8%+3.4pp |
| Annual return | -15.24% | -10.89%-4.4pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,844 | $4,100+188.8% | $4,656+154.4% | $4,237+179.5% |
| Admin fee / account holder | $150 | $642-76.7% | $7,493-98.0% | $593-74.8% |