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 | $6,338 |
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 | $119,665 | $39,948+199.6% | $89,391+33.9% | $73,409+63.0% |
| Participation rate | 89.5% | 50.4%+39.0pp | 68.0%+21.5pp | 72.2%+17.3pp |
| Annual return | 22.14% | 50.12%-28.0pp | 245.62%-223.5pp | 59.29%-37.2pp |
| Employer contribution / active EE | $872 | $1,200-27.3% | $2,586-66.3% | $2,234-61.0% |
| Participant deferral / active EE | $8,106 | $2,193+269.7% | $3,890+108.4% | $3,805+113.0% |
| Admin fee / account holder | $18 | $134-86.9% | $4,881-99.6% | $158-88.9% |