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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 | $2,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,886 | $73,404+12.9% | $87,100-4.8% | $67,579+22.7% |
| Participation rate | 65.6% | 80.9%-15.2pp | 76.9%-11.2pp | 71.3%-5.6pp |
| Annual return | 25.99% | 48.29%-22.3pp | 28.19%-2.2pp | 378.56%-352.6pp |
| Employer contribution / active EE | $611 | $2,014-69.7% | $2,521-75.8% | $2,148-71.5% |
| Participant deferral / active EE | $7,353 | $3,913+87.9% | $4,049+81.6% | $3,539+107.8% |
| Admin fee / account holder | $4 | $142-96.9% | $7,497-99.9% | $142-96.9% |