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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 55 · EIN 35-2552359 | Other Commissions | $17,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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 | $47,441 | $88,122-46.2% | $141,162-66.4% | $67,579-29.8% |
| Participation rate | 70.5% | 76.5%-5.9pp | 82.5%-11.9pp | 71.3%-0.7pp |
| Annual return | 45.32% | 75.40%-30.1pp | 71.39%-26.1pp | 378.56%-333.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,608 | $5,958+44.5% | $6,709+28.3% | $3,539+143.2% |
| Admin fee / account holder | $2 | $131-98.2% | $10,261-100.0% | $142-98.4% |