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 | $4,388 |
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 | $100,706 | $44,473+126.4% | $76,523+31.6% | $55,725+80.7% |
| Participation rate | 82.5% | 51.0%+31.5pp | 68.0%+14.5pp | 70.9%+11.7pp |
| Annual return | 3.88% | -2.01%+5.9pp | -0.27%+4.1pp | 244.93%-241.1pp |
| Employer contribution / active EE | $2,093 | $1,101+90.0% | $2,647-20.9% | $2,078+0.7% |
| Participant deferral / active EE | $6,624 | $1,988+233.3% | $3,835+72.7% | $3,356+97.4% |
| Admin fee / account holder | $9 | $134-93.4% | $4,848-99.8% | $115-92.3% |