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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 | $651 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,862 | $79,013-4.0% | $100,391-24.4% | $74,495+1.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 81.5%+4.2pp | 67.2%+18.5pp |
| Annual return | 23.03% | 20.41%+2.6pp | 49.20%-26.2pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $46 | $3,021-98.5% | $3,942-98.8% | $2,623-98.3% |
| Participant deferral / active EE | $14,849 | $7,760+91.4% | $8,082+83.7% | $4,346+241.7% |
| Admin fee / account holder | $13 | $1,320-99.0% | $7,899-99.8% | $1,942-99.3% |