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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 | $8,632 |
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 | $41,071 | $185,342-77.8% | $111,297-63.1% | $86,799-52.7% |
| Participation rate | 85.5% | 81.0%+4.5pp | 77.3%+8.2pp | 72.3%+13.2pp |
| Annual return | 14.50% | 500.80%-486.3pp | 54.65%-40.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,068 | $4,458-31.2% | $4,487-31.6% | $4,131-25.7% |
| Admin fee / account holder | $22 | $255-91.5% | $7,964-99.7% | $170-87.1% |