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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 | $1,388 |
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 | $44,510 | $51,244-13.1% | $80,975-45.0% | $55,167-19.3% |
| Participation rate | 89.0% | 71.7%+17.3pp | 75.8%+13.2pp | 69.0%+20.0pp |
| Annual return | 8.49% | 17.39%-8.9pp | 17.10%-8.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,480 | $4,418+69.3% | $5,696+31.3% | $3,054+144.9% |
| Admin fee / account holder | $5 | $398-98.8% | $5,516-99.9% | $504-99.1% |