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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 4-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 | $43,769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,792 | $119,446-47.4% | $150,045-58.2% | $85,563-26.6% |
| Participation rate | 74.4% | 75.4%-1.0pp | 82.3%-7.9pp | 66.0%+8.5pp |
| Annual return | 32.70% | 23.72%+9.0pp | 62.55%-29.8pp | 31.51%+1.2pp |
| Employer contribution / active EE | $9 | $4,078-99.8% | $4,693-99.8% | $2,654-99.7% |
| Participant deferral / active EE | $14,751 | $7,985+84.7% | $7,997+84.5% | $4,375+237.1% |
| Admin fee / account holder | $87 | $548-84.1% | $13,435-99.4% | $834-89.6% |