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 | $6,693 |
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 | $50,918 | $88,122-42.2% | $141,162-63.9% | $67,579-24.7% |
| Participation rate | 94.1% | 76.5%+17.6pp | 82.5%+11.6pp | 71.3%+22.8pp |
| Annual return | 46.28% | 75.40%-29.1pp | 71.39%-25.1pp | 378.56%-332.3pp |
| Employer contribution / active EE | $2,179 | $3,224-32.4% | $4,735-54.0% | $2,148+1.4% |
| Participant deferral / active EE | $10,643 | $5,958+78.6% | $6,709+58.6% | $3,539+200.7% |
| Admin fee / account holder | $7 | $131-94.6% | $10,261-99.9% | $142-95.0% |