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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 | $1,044 |
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 | $68,798 | $45,825+50.1% | $90,645-24.1% | $56,287+22.2% |
| Participation rate | 90.3% | 66.7%+23.6pp | 74.0%+16.3pp | 69.9%+20.5pp |
| Annual return | -2.50% | 38.64%-41.1pp | 1.88%-4.4pp | -9.96%+7.5pp |
| Employer contribution / active EE | $16 | $1,372-98.8% | $2,532-99.4% | $2,111-99.2% |
| Participant deferral / active EE | $1,562 | $2,562-39.1% | $3,425-54.4% | $3,350-53.4% |
| Admin fee / account holder | $8 | $413-98.1% | $4,994-99.8% | $521-98.5% |