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 04-2647786 | Loan Processing | $46,069 |
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 | $172,676 | $85,135+102.8% | $98,907+74.6% | $73,409+135.2% |
| Participation rate | 98.1% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.9pp |
| Annual return | 14.56% | 19.14%-4.6pp | 196.43%-181.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $8,526 | $2,721+213.4% | $2,689+217.1% | $2,234+281.7% |
| Participant deferral / active EE | $10,764 | $4,349+147.5% | $4,244+153.6% | $3,805+182.9% |
| Admin fee / account holder | $128 | $139-8.0% | $6,642-98.1% | $158-18.8% |