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 | $34,954 |
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 | $65,623 | $74,462-11.9% | $81,983-20.0% | $90,288-27.3% |
| Participation rate | 72.6% | 69.7%+2.9pp | 69.2%+3.4pp | 73.4%-0.7pp |
| Annual return | 16.52% | 17.56%-1.0pp | 41.31%-24.8pp | 53.97%-37.4pp |
| Employer contribution / active EE | $1,734 | $2,334-25.7% | $2,498-30.6% | $2,524-31.3% |
| Participant deferral / active EE | $3,926 | $3,602+9.0% | $3,722+5.5% | $4,232-7.2% |
| Admin fee / account holder | $21 | $98-78.5% | $5,664-99.6% | $114-81.5% |