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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 5-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 | $6,654 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,113 | $64,612-67.3% | $86,436-75.6% | $64,808-67.4% |
| Participation rate | 78.6% | 81.5%-2.9pp | 80.3%-1.7pp | 71.5%+7.1pp |
| Annual return | 11.52% | 0.66%+10.9pp | 4394.89%-4383.4pp | 32.82%-21.3pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,039 | $7,497+7.2% | $6,952+15.6% | $4,310+86.5% |
| Admin fee / account holder | $18 | $169-89.4% | $6,731-99.7% | $188-90.5% |