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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 | $93,169 |
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 | $85,575 | $130,141-34.2% | $86,677-1.3% | $77,904+9.8% |
| Participation rate | 94.6% | 85.9%+8.6pp | 76.6%+18.0pp | 73.7%+20.9pp |
| Annual return | -18.45% | -12.75%-5.7pp | 35.91%-54.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $4,689 | $3,220+45.6% | $2,836+65.3% | $2,848+64.7% |
| Participant deferral / active EE | $6,423 | $5,757+11.6% | $4,656+38.0% | $4,806+33.7% |
| Admin fee / account holder | $30 | $132-77.3% | $7,493-99.6% | $133-77.4% |