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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 | $719 |
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 | $151,268 | $99,957+51.3% | $149,696+1.1% | $73,488+105.8% |
| Participation rate | 81.9% | 75.7%+6.2pp | 82.5%-0.6pp | 70.7%+11.2pp |
| Annual return | 17.84% | 53.87%-36.0pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,481 | $6,073-9.7% | $6,842-19.9% | $3,740+46.6% |
| Admin fee / account holder | $6 | $551-99.0% | $9,309-99.9% | $513-98.9% |