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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 9-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 | $11,697 |
Employer contribution per participant 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 | $71,814 | $106,028-32.3% | $146,958-51.1% | $77,643-7.5% |
| Participation rate | 83.8% | 78.4%+5.4pp | 82.2%+1.6pp | 70.6%+13.2pp |
| Annual return | 31.85% | 56.73%-24.9pp | 418.34%-386.5pp | 31.24%+0.6pp |
| Employer contribution / active EE | $1,073 | $4,063-73.6% | $4,933-78.3% | $2,726-60.6% |
| Participant deferral / active EE | $15,172 | $7,990+89.9% | $8,070+88.0% | $4,647+226.5% |
| Admin fee / account holder | $12 | $337-96.3% | $12,998-99.9% | $430-97.1% |