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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 | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,845 | $44,960+59.8% | $84,966-15.4% | $74,495-3.6% |
| Participation rate | 64.6% | 49.4%+15.2pp | 67.5%-2.9pp | 67.2%-2.6pp |
| Annual return | 9.77% | 26.24%-16.5pp | 66.38%-56.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $797 | $1,457-45.3% | $2,727-70.8% | $2,623-69.6% |
| Participant deferral / active EE | $3,917 | $2,731+43.5% | $4,519-13.3% | $4,346-9.9% |
| Admin fee / account holder | $13 | $2,209-99.4% | $6,149-99.8% | $1,942-99.3% |