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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 | $43,385 |
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 | $153,842 | $86,897+77.0% | $151,611+1.5% | $64,808+137.4% |
| Participation rate | 89.6% | 87.3%+2.3pp | 87.5%+2.1pp | 71.5%+18.1pp |
| Annual return | -19.50% | -3.57%-15.9pp | 3.33%-22.8pp | 32.82%-52.3pp |
| Employer contribution / active EE | $8,702 | $4,010+117.0% | $6,166+41.1% | $2,506+247.3% |
| Participant deferral / active EE | $26,051 | $6,690+289.4% | $8,363+211.5% | $4,310+504.4% |
| Admin fee / account holder | $81 | $153-47.1% | $11,616-99.3% | $188-56.9% |