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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 | $64,829 |
Employer contribution per participant 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 | $48,972 | $82,202-40.4% | $125,339-60.9% | $64,808-24.4% |
| Participation rate | 74.8% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -13.21% | 3.48%-16.7pp | 572.05%-585.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $975 | $3,615-73.0% | $4,814-79.7% | $2,506-61.1% |
| Participant deferral / active EE | $12,891 | $7,175+79.7% | $7,446+73.1% | $4,310+199.1% |
| Admin fee / account holder | $86 | $163-47.6% | $10,010-99.1% | $188-54.5% |