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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 55 · EIN 47-0826838 | Other Commissions | $15,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,788 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,339 | $42,353-11.8% | $79,550-53.1% | $64,808-42.4% |
| Participation rate | 34.9% | 64.8%-29.8pp | 69.5%-34.6pp | 71.5%-36.6pp |
| Annual return | -15.85% | -12.24%-3.6pp | 0.16%-16.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $134 | $1,181-88.7% | $2,413-94.5% | $2,506-94.7% |
| Participant deferral / active EE | $2,140 | $3,170-32.5% | $3,985-46.3% | $4,310-50.3% |
| Admin fee / account holder | $23 | $160-85.4% | $6,832-99.7% | $188-87.6% |