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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 | -$225,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,573 | $55,725+374.8% | $54,726+383.4% | $55,725+374.8% |
| Participation rate | 97.1% | 70.9%+26.3pp | 79.1%+18.0pp | 70.9%+26.3pp |
| Annual return | -6.76% | 244.93%-251.7pp | -4.56%-2.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $11,827 | $2,078+469.1% | $3,449+242.9% | $2,078+469.1% |
| Participant deferral / active EE | $16,930 | $3,356+404.6% | $3,953+328.3% | $3,356+404.6% |
| Admin fee / account holder | $134 | $115+16.3% | $3,818-96.5% | $115+16.3% |