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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 4-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 27 · EIN 61-1758632 | Advisory (Plan) | $29,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,874 |
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 | $41,812 | $87,870-52.4% | $113,168-63.1% | $74,304-43.7% |
| Participation rate | 90.0% | 70.7%+19.3pp | 76.6%+13.4pp | 60.3%+29.7pp |
| Annual return | 19.95% | 26.44%-6.5pp | 24.27%-4.3pp | 29.43%-9.5pp |
| Employer contribution / active EE | $3 | $2,277-99.9% | $2,975-99.9% | $2,241-99.9% |
| Participant deferral / active EE | $10,289 | $4,241+142.6% | $5,107+101.5% | $3,767+173.1% |
| Admin fee / account holder | $164 | $3,368-95.1% | $12,068-98.6% | $2,969-94.5% |