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 | $2,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,239 | $59,535-2.2% | $90,160-35.4% | $62,292-6.5% |
| Participation rate | 88.2% | 73.0%+15.1pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 20.79% | 23.53%-2.7pp | 34.88%-14.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,496 | $4,639+83.2% | $5,288+60.7% | $3,169+168.1% |
| Admin fee / account holder | $10 | $337-97.1% | $5,943-99.8% | $479-98.0% |