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 | -$42,261 |
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 | $102,081 | $90,410+12.9% | $91,001+12.2% | $77,958+30.9% |
| Participation rate | 85.7% | 86.4%-0.7pp | 75.6%+10.1pp | 71.6%+14.0pp |
| Annual return | 22.63% | 21.34%+1.3pp | 4.60%+18.0pp | 20.87%+1.8pp |
| Employer contribution / active EE | $3,871 | $3,392+14.1% | $2,456+57.7% | $2,310+67.6% |
| Participant deferral / active EE | $12,107 | $4,816+151.4% | $3,547+241.3% | $3,537+242.3% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |