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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 | $2,247 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,310 | $65,409+187.9% | $98,442+91.3% | $85,850+119.3% |
| Participation rate | 52.6% | 65.0%-12.4pp | 73.3%-20.7pp | 69.3%-16.7pp |
| Annual return | 15.20% | 21.76%-6.6pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,925 | $3,166+87.1% | $4,276+38.6% | $3,952+49.9% |
| Admin fee / account holder | $34 | $4,593-99.3% | $5,949-99.4% | $6,260-99.5% |