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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 | $3,470 |
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 | $47,243 | $65,435-27.8% | $86,677-45.5% | $66,914-29.4% |
| Participation rate | 89.8% | 75.5%+14.4pp | 76.6%+13.2pp | 69.8%+20.0pp |
| Annual return | -11.95% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $547 | $2,153-74.6% | $2,836-80.7% | $2,544-78.5% |
| Participant deferral / active EE | $5,077 | $4,100+23.8% | $4,656+9.1% | $4,237+19.8% |
| Admin fee / account holder | $20 | $642-96.9% | $7,493-99.7% | $593-96.7% |