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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 | $2,136 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,469 | $78,419+37.0% | $133,956-19.8% | $73,409+46.4% |
| Participation rate | 39.2% | 78.6%-39.4pp | 79.8%-40.6pp | 72.2%-33.0pp |
| Annual return | 14.65% | 33.35%-18.7pp | 45.09%-30.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $319 | $2,044-84.4% | $3,919-91.9% | $2,234-85.7% |
| Participant deferral / active EE | $2,194 | $3,925-44.1% | $5,048-56.5% | $3,805-42.4% |
| Admin fee / account holder | $15 | $161-90.8% | $8,927-99.8% | $158-90.6% |