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 | $3,564 |
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 | $26,665 | $54,573-51.1% | $90,951-70.7% | $73,488-63.7% |
| Participation rate | 77.5% | 61.2%+16.4pp | 69.0%+8.5pp | 70.7%+6.9pp |
| Annual return | 12.46% | 16.69%-4.2pp | 134.60%-122.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,784 | $2,517-29.1% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $26 | $521-94.9% | $5,959-99.6% | $513-94.9% |