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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 | $57,658 |
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 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 | $49,918 | $100,801-50.5% | $149,696-66.7% | $73,409-32.0% |
| Participation rate | 74.1% | 77.7%-3.6pp | 82.5%-8.4pp | 72.2%+1.9pp |
| Annual return | 52.63% | 265.34%-212.7pp | 276.60%-224.0pp | 59.29%-6.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,846 | $6,404+53.7% | $6,842+43.9% | $3,805+158.7% |
| Admin fee / account holder | $108 | $181-40.4% | $9,309-98.8% | $158-31.7% |