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 | $4,060 |
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 | $63,829 | $63,905-0.1% | $74,183-14.0% | $57,658+10.7% |
| Participation rate | 79.1% | 79.8%-0.6pp | 76.6%+2.5pp | 70.2%+8.9pp |
| Annual return | 9.96% | 60.60%-50.6pp | 17.74%-7.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,160 | $1,840-37.0% | $2,370-51.0% | $1,974-41.2% |
| Participant deferral / active EE | $10,625 | $3,448+208.1% | $3,550+199.3% | $3,061+247.2% |
| Admin fee / account holder | $8 | $91-91.6% | $5,586-99.9% | $95-91.9% |