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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 9-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 | $21,749 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,485 | $84,487-36.7% | $125,339-57.3% | $66,914-20.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 82.4%+12.0pp | 69.8%+24.6pp |
| Annual return | -18.47% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,589 | $3,553+1.0% | $4,814-25.4% | $2,544+41.1% |
| Participant deferral / active EE | $9,215 | $6,781+35.9% | $7,446+23.8% | $4,237+117.5% |
| Admin fee / account holder | $109 | $685-84.1% | $10,010-98.9% | $593-81.6% |