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 | -$143,169 |
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 | $84,345 | $85,635-1.5% | $123,892-31.9% | $63,975+31.8% |
| Participation rate | 89.2% | 74.9%+14.2pp | 81.4%+7.7pp | 71.1%+18.0pp |
| Annual return | 12.59% | 15.74%-3.2pp | 47.52%-34.9pp | 48.65%-36.1pp |
| Employer contribution / active EE | $3,428 | $3,076+11.4% | $4,617-25.8% | $2,182+57.1% |
| Participant deferral / active EE | $10,513 | $5,667+85.5% | $5,984+75.7% | $3,356+213.2% |
| Admin fee / account holder | -$30 | $75-140.2% | $8,357-100.4% | $70-142.7% |