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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 | $10,549 |
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 | $58,196 | $96,458-39.7% | $136,294-57.3% | $77,958-25.3% |
| Participation rate | 69.9% | 75.4%-5.5pp | 81.9%-12.0pp | 71.6%-1.7pp |
| Annual return | 24.02% | 23.78%+0.2pp | 5155.94%-5131.9pp | 20.87%+3.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $11,149 | $5,902+88.9% | $6,247+78.5% | $3,537+215.3% |
| Admin fee / account holder | $8 | $80-90.7% | $9,243-99.9% | $97-92.3% |