See peer percentile detail with Solo.
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 35-0145825 | Loan Processing | $27,145 |
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 | $117,751 | $60,488+94.7% | $109,895+7.1% | $79,386+48.3% |
| Participation rate | 76.2% | 67.0%+9.1pp | 74.2%+2.0pp | 70.7%+5.5pp |
| Annual return | 18.32% | 189.57%-171.3pp | 29.45%-11.1pp | 116.85%-98.5pp |
| Employer contribution / active EE | $676 | $1,649-59.0% | $2,842-76.2% | $2,427-72.1% |
| Participant deferral / active EE | $2,782 | $3,220-13.6% | $4,048-31.3% | $4,046-31.2% |
| Admin fee / account holder | $1 | $605-99.9% | $6,066-100.0% | $626-99.9% |