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 | $1,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,911 | $34,492+82.4% | $80,004-21.4% | $55,191+14.0% |
| Participation rate | 90.9% | 62.9%+28.0pp | 73.0%+17.9pp | 69.2%+21.7pp |
| Annual return | 1.50% | 3.50%-2.0pp | 7.63%-6.1pp | 10.78%-9.3pp |
| Employer contribution / active EE | $12 | $1,043-98.9% | $2,473-99.5% | $1,899-99.4% |
| Participant deferral / active EE | $1,293 | $2,104-38.6% | $3,204-59.6% | $3,046-57.6% |
| Admin fee / account holder | $5 | $69-92.2% | $5,033-99.9% | $91-94.1% |