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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 | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,459 | $50,385-67.3% | $75,670-78.2% | $62,292-73.6% |
| Participation rate | 68.7% | 67.7%+1.0pp | 72.3%-3.6pp | 69.5%-0.8pp |
| Annual return | 23.29% | 19.90%+3.4pp | 27.34%-4.1pp | 28.90%-5.6pp |
| Employer contribution / active EE | $536 | $1,537-65.1% | $2,352-77.2% | $2,042-73.8% |
| Participant deferral / active EE | $2,373 | $2,445-3.0% | $3,142-24.5% | $3,169-25.1% |
| Admin fee / account holder | $4 | $384-99.0% | $5,800-99.9% | $479-99.2% |