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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 | $26,902 |
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.
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 | $37,494 | $65,061-42.4% | $143,757-73.9% | $66,914-44.0% |
| Participation rate | 69.5% | 65.2%+4.3pp | 80.3%-10.8pp | 69.8%-0.3pp |
| Annual return | -18.19% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,293 | $2,361-45.2% | $4,951-73.9% | $2,544-49.2% |
| Participant deferral / active EE | $3,941 | $2,919+35.0% | $5,637-30.1% | $4,237-7.0% |
| Admin fee / account holder | $179 | $502-64.4% | $14,673-98.8% | $593-69.9% |