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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 | $3,456 |
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 | $56,651 | $86,655-34.6% | $119,609-52.6% | $66,914-15.3% |
| Participation rate | 97.5% | 75.6%+22.0pp | 79.3%+18.3pp | 69.8%+27.7pp |
| Annual return | -18.82% | -8.00%-10.8pp | -14.97%-3.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,323 | $2,536-47.8% | $4,232-68.7% | $2,544-48.0% |
| Participant deferral / active EE | $3,997 | $4,358-8.3% | $5,602-28.6% | $4,237-5.7% |
| Admin fee / account holder | $11 | $755-98.6% | $10,323-99.9% | $593-98.2% |