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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 | $1,404 |
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 | $66,165 | $87,125-24.1% | $108,410-39.0% | $86,799-23.8% |
| Participation rate | 71.7% | 80.5%-8.8pp | 80.1%-8.4pp | 72.3%-0.6pp |
| Annual return | 31.49% | 25.21%+6.3pp | 905.27%-873.8pp | 97.91%-66.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $10,455 | $6,944+50.6% | $6,563+59.3% | $4,131+153.1% |
| Admin fee / account holder | $4 | $130-96.8% | $7,295-99.9% | $170-97.5% |