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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 | $6,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,451 | $89,739-10.4% | $149,718-46.3% | $62,292+29.2% |
| Participation rate | 39.5% | 85.1%-45.6pp | 87.1%-47.6pp | 69.5%-30.0pp |
| Annual return | 22.15% | 21.01%+1.1pp | 1501.63%-1479.5pp | 28.90%-6.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,764 | $4,797-21.5% | $6,569-42.7% | $3,169+18.8% |
| Admin fee / account holder | $54 | $551-90.2% | $11,283-99.5% | $479-88.8% |