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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 | $8,961 |
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 | $210,974 | $74,024+185.0% | $77,999+170.5% | $57,658+265.9% |
| Participation rate | 45.8% | 79.7%-33.9pp | 75.5%-29.7pp | 70.2%-24.4pp |
| Annual return | 149.55% | 12.14%+137.4pp | 425.96%-276.4pp | 5.13%+144.4pp |
| Employer contribution / active EE | $426 | $2,365-82.0% | $2,470-82.7% | $1,974-78.4% |
| Participant deferral / active EE | $1,743 | $3,533-50.7% | $3,497-50.1% | $3,061-43.0% |
| Admin fee / account holder | $23 | $93-75.6% | $5,480-99.6% | $95-75.9% |