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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 | $2,475 |
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 | $76,942 | $65,376+17.7% | $87,100-11.7% | $65,185+18.0% |
| Participation rate | 90.4% | 75.3%+15.1pp | 76.9%+13.6pp | 70.2%+20.2pp |
| Annual return | 23.11% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,451 | $3,388+1.8% | $4,049-14.8% | $3,514-1.8% |
| Admin fee / account holder | $21 | $520-96.0% | $7,497-99.7% | $847-97.5% |