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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 8-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 | $39,361 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,775 | $87,125-55.5% | $108,410-64.2% | $86,799-55.3% |
| Participation rate | 56.9% | 80.5%-23.7pp | 80.1%-23.2pp | 72.3%-15.4pp |
| Annual return | 24.89% | 25.21%-0.3pp | 905.27%-880.4pp | 97.91%-73.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,769 | $6,944-2.5% | $6,563+3.1% | $4,131+63.9% |
| Admin fee / account holder | $130 | $130-0.2% | $7,295-98.2% | $170-23.4% |