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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,600 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Annual investment return 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 | $67,230 | $72,770-7.6% | $67,652-0.6% | $55,191+21.8% |
| Participation rate | 95.1% | 78.8%+16.3pp | 75.7%+19.4pp | 69.2%+25.9pp |
| Annual return | -1.39% | -3.26%+1.9pp | 6625.04%-6626.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,973 | $1,769+11.5% | $2,266-12.9% | $1,899+3.9% |
| Participant deferral / active EE | $2,040 | $3,408-40.2% | $3,560-42.7% | $3,046-33.0% |
| Admin fee / account holder | $21 | $79-73.4% | $4,821-99.6% | $91-76.9% |