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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 | $12,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,174 | $155,795-87.1% | $136,294-85.2% | $69,631-71.0% |
| Participation rate | 80.1% | 75.2%+4.9pp | 81.9%-1.8pp | 70.7%+9.4pp |
| Annual return | 20.48% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,891 | $5,394-46.4% | $6,247-53.7% | $3,224-10.3% |
| Admin fee / account holder | $15 | $128-88.0% | $9,243-99.8% | $110-86.1% |