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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 | $28,612 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,350 | $86,225+18.7% | $146,665-30.2% | $86,799+17.9% |
| Participation rate | 96.1% | 78.0%+18.1pp | 80.1%+16.0pp | 72.3%+23.8pp |
| Annual return | 18.90% | 31.23%-12.3pp | 22.74%-3.8pp | 97.91%-79.0pp |
| Employer contribution / active EE | $2 | $2,392-99.9% | $4,136-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $5,223 | $4,245+23.0% | $5,506-5.1% | $4,131+26.4% |
| Admin fee / account holder | $33 | $195-83.0% | $10,280-99.7% | $170-80.4% |