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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 | $28,335 |
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 | $37,521 | $88,122-57.4% | $141,162-73.4% | $67,579-44.5% |
| Participation rate | 69.7% | 76.5%-6.8pp | 82.5%-12.8pp | 71.3%-1.6pp |
| Annual return | 71.41% | 75.40%-4.0pp | 71.39%0pp | 378.56%-307.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,972 | $5,958+50.6% | $6,709+33.7% | $3,539+153.5% |
| Admin fee / account holder | $75 | $131-42.7% | $10,261-99.3% | $142-47.3% |