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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 | $6,724 |
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 | $42,738 | $155,795-72.6% | $136,294-68.6% | $69,631-38.6% |
| Participation rate | 53.0% | 75.2%-22.2pp | 81.9%-28.9pp | 70.7%-17.7pp |
| Annual return | 21.64% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,731 | $5,394+24.8% | $6,247+7.7% | $3,224+108.8% |
| Admin fee / account holder | $25 | $128-80.5% | $9,243-99.7% | $110-77.4% |