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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $53,856 | $60,165-10.5% | $74,183-27.4% | $55,167-2.4% |
| Participation rate | 90.3% | 74.2%+16.1pp | 76.6%+13.6pp | 69.0%+21.3pp |
| Annual return | 3.00% | 10.00%-7.0pp | 17.74%-14.7pp | 169.23%-166.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,562 | $2,973+19.8% | $3,550+0.3% | $3,054+16.6% |
| Admin fee / account holder | $25 | $419-94.0% | $5,586-99.6% | $504-95.0% |