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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 | $8,550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,888 | $88,730-76.5% | $82,313-74.6% | $77,958-73.2% |
| Participation rate | 92.5% | 84.5%+7.9pp | 76.9%+15.6pp | 71.6%+20.8pp |
| Annual return | 17.02% | 20.88%-3.9pp | 25.88%-8.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,121 | $2,758-59.3% | $2,428-53.8% | $2,310-51.5% |
| Participant deferral / active EE | $1,428 | $4,634-69.2% | $3,706-61.5% | $3,537-59.6% |
| Admin fee / account holder | $7 | $74-90.5% | $5,608-99.9% | $97-92.8% |