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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 | $5,805 |
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 | $26,633 | $50,175-46.9% | $99,443-73.2% | $65,185-59.1% |
| Participation rate | 75.0% | 68.4%+6.6pp | 73.8%+1.2pp | 70.2%+4.8pp |
| Annual return | 23.43% | 25.36%-1.9pp | 30.72%-7.3pp | 29.38%-6.0pp |
| Employer contribution / active EE | $218 | $1,496-85.4% | $2,540-91.4% | $2,177-90.0% |
| Participant deferral / active EE | $1,838 | $2,748-33.1% | $3,619-49.2% | $3,514-47.7% |
| Admin fee / account holder | $51 | $398-87.1% | $6,250-99.2% | $847-93.9% |