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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 | -$2,206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,235 | $100,801-61.1% | $149,696-73.8% | $73,409-46.6% |
| Participation rate | 83.3% | 77.7%+5.6pp | 82.5%+0.8pp | 72.2%+11.1pp |
| Annual return | 29.27% | 265.34%-236.1pp | 276.60%-247.3pp | 59.29%-30.0pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,979 | $6,404+71.4% | $6,842+60.5% | $3,805+188.5% |
| Admin fee / account holder | -$4 | $181-102.1% | $9,309-100.0% | $158-102.4% |