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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 | $4,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,263 | $75,183-27.8% | $123,892-56.2% | $55,167-1.6% |
| Participation rate | 45.1% | 72.8%-27.7pp | 81.4%-36.3pp | 69.0%-23.9pp |
| Annual return | 9.19% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,357 | $5,084+44.7% | $5,984+22.9% | $3,054+140.9% |
| Admin fee / account holder | $36 | $663-94.6% | $8,357-99.6% | $504-92.9% |