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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 6-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 | $28,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,617 | $49,138-70.3% | $84,015-82.6% | $65,185-77.6% |
| Participation rate | 92.1% | 60.7%+31.3pp | 69.0%+23.1pp | 70.2%+21.9pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.31%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,808 | $2,397+17.1% | $3,239-13.3% | $3,514-20.1% |
| Admin fee / account holder | $140 | $543-74.3% | $6,101-97.7% | $847-83.5% |