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 | -$311,255 |
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 | $105,362 | $96,458+9.2% | $136,294-22.7% | $77,958+35.2% |
| Participation rate | 89.7% | 75.4%+14.3pp | 81.9%+7.8pp | 71.6%+18.0pp |
| Annual return | 26.95% | 23.78%+3.2pp | 5155.94%-5129.0pp | 20.87%+6.1pp |
| Employer contribution / active EE | $3,729 | $3,144+18.6% | $4,695-20.6% | $2,310+61.4% |
| Participant deferral / active EE | $11,121 | $5,902+88.4% | $6,247+78.0% | $3,537+214.5% |
| Admin fee / account holder | -$58 | $80-172.3% | $9,243-100.6% | $97-159.7% |