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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 39-6040276 | Loan Processing | $3,628 |
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 | $47,639 | $70,428-32.4% | $96,562-50.7% | $85,850-44.5% |
| Participation rate | 72.0% | 61.8%+10.2pp | 69.8%+2.2pp | 69.3%+2.7pp |
| Annual return | 11.26% | 18.59%-7.3pp | 37.78%-26.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,040 | $2,894+39.6% | $3,849+5.0% | $3,952+2.2% |
| Admin fee / account holder | $44 | $4,997-99.1% | $6,181-99.3% | $6,260-99.3% |