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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 | $2,648 |
Annual investment return 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 | $81,353 | $58,320+39.5% | $86,436-5.9% | $66,914+21.6% |
| Participation rate | 92.0% | 78.6%+13.4pp | 80.3%+11.7pp | 69.8%+22.2pp |
| Annual return | -18.40% | -9.71%-8.7pp | 4394.89%-4413.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,011 | $2,615+15.1% | $3,769-20.1% | $2,544+18.4% |
| Participant deferral / active EE | $11,025 | $6,899+59.8% | $6,952+58.6% | $4,237+160.2% |
| Admin fee / account holder | $13 | $546-97.6% | $6,731-99.8% | $593-97.8% |