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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 | $578,500 |
Annual investment return 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 | $219,180 | $84,572+159.2% | $68,791+218.6% | $78,044+180.8% |
| Participation rate | 99.9% | 73.3%+26.6pp | 69.0%+30.9pp | 74.4%+25.5pp |
| Annual return | -16.52% | -13.88%-2.6pp | -6.38%-10.1pp | 10.87%-27.4pp |
| Employer contribution / active EE | $12,394 | $3,358+269.1% | $2,655+366.8% | $3,125+296.6% |
| Participant deferral / active EE | $10,229 | $4,666+119.2% | $3,941+159.5% | $5,084+101.2% |
| Admin fee / account holder | $67 | $90-25.8% | $4,932-98.7% | $79-15.7% |