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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 | $7,836 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,729 | $65,376-20.9% | $87,100-40.6% | $65,185-20.6% |
| Participation rate | 37.5% | 75.3%-37.8pp | 76.9%-39.4pp | 70.2%-32.7pp |
| Annual return | 23.83% | 31.27%-7.4pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $316 | $1,822-82.7% | $2,521-87.5% | $2,177-85.5% |
| Participant deferral / active EE | $1,794 | $3,388-47.0% | $4,049-55.7% | $3,514-48.9% |
| Admin fee / account holder | $94 | $520-82.0% | $7,497-98.7% | $847-88.9% |