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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,589 |
LOCUST LANE PARTNERS LLC1 year Service code 27 · EIN 86-1789907 | Advisory (Plan) | $67,272 |
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 | $38,036 | $50,956-25.4% | $96,562-60.6% | $86,799-56.2% |
| Participation rate | 71.3% | 65.2%+6.0pp | 69.8%+1.5pp | 72.3%-1.0pp |
| Annual return | 17.63% | 21.27%-3.6pp | 37.78%-20.2pp | 97.91%-80.3pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,868 | $2,954+30.9% | $3,849+0.5% | $4,131-6.4% |
| Admin fee / account holder | $270 | $166+62.5% | $6,181-95.6% | $170+59.1% |