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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 | $2,000 |
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 | $40,248 | $85,635-53.0% | $123,892-67.5% | $63,975-37.1% |
| Participation rate | 93.3% | 74.9%+18.4pp | 81.4%+11.9pp | 71.1%+22.2pp |
| Annual return | 25.89% | 15.74%+10.1pp | 47.52%-21.6pp | 48.65%-22.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $13,570 | $5,667+139.5% | $5,984+126.8% | $3,356+304.3% |
| Admin fee / account holder | $2 | $75-97.7% | $8,357-100.0% | $70-97.6% |