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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 | $13,883 |
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 | $123,181 | $87,125+41.4% | $108,410+13.6% | $86,799+41.9% |
| Participation rate | 52.8% | 80.5%-27.7pp | 80.1%-27.3pp | 72.3%-19.5pp |
| Annual return | 18.36% | 25.21%-6.9pp | 905.27%-886.9pp | 97.91%-79.5pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,084 | $6,944-41.2% | $6,563-37.8% | $4,131-1.1% |
| Admin fee / account holder | $38 | $130-70.5% | $7,295-99.5% | $170-77.4% |