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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 | $850 |
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 | $96,683 | $100,801-4.1% | $149,696-35.4% | $73,409+31.7% |
| Participation rate | 82.9% | 77.7%+5.2pp | 82.5%+0.4pp | 72.2%+10.7pp |
| Annual return | 19.60% | 265.34%-245.7pp | 276.60%-257.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $8 | $3,312-99.8% | $4,644-99.8% | $2,234-99.6% |
| Participant deferral / active EE | $10,454 | $6,404+63.2% | $6,842+52.8% | $3,805+174.7% |
| Admin fee / account holder | $8 | $181-95.3% | $9,309-99.9% | $158-94.6% |