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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.
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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 | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,829 | $55,453-10.1% | $170,442-70.8% | $62,292-20.0% |
| Participation rate | 37.4% | 66.4%-29.0pp | 83.6%-46.2pp | 69.5%-32.1pp |
| Annual return | 16.47% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $142 | $2,164-93.4% | $5,433-97.4% | $2,042-93.0% |
| Participant deferral / active EE | $825 | $2,303-64.2% | $4,939-83.3% | $3,169-74.0% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.3% |