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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 | $175 |
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.
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 | $72,016 | $62,581+15.1% | $124,672-42.2% | $86,799-17.0% |
| Participation rate | 28.6% | 56.9%-28.3pp | 74.6%-46.0pp | 72.3%-43.7pp |
| Annual return | 14.23% | 26.67%-12.4pp | 5142.93%-5128.7pp | 97.91%-83.7pp |
| Employer contribution / active EE | $382 | $1,604-76.2% | $3,324-88.5% | $2,405-84.1% |
| Participant deferral / active EE | $1,398 | $2,725-48.7% | $4,614-69.7% | $4,131-66.1% |
| Admin fee / account holder | $1 | $170-99.3% | $7,493-100.0% | $170-99.3% |