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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 | $49,708 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,565 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,507 | $49,451-66.6% | $79,550-79.2% | $66,914-75.3% |
| Participation rate | 98.3% | 61.3%+36.9pp | 69.5%+28.8pp | 69.8%+28.5pp |
| Annual return | -18.70% | 84.25%-103.0pp | 0.16%-18.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $576 | $1,266-54.5% | $2,413-76.1% | $2,544-77.4% |
| Participant deferral / active EE | $4,748 | $3,159+50.3% | $3,985+19.1% | $4,237+12.1% |
| Admin fee / account holder | $259 | $595-56.5% | $6,832-96.2% | $593-56.4% |