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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.
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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 | $60,389 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,243 | $130,141-68.3% | $86,677-52.4% | $77,904-47.1% |
| Participation rate | 82.9% | 85.9%-3.0pp | 76.6%+6.3pp | 73.7%+9.2pp |
| Annual return | -13.31% | -12.75%-0.6pp | 35.91%-49.2pp | 12.21%-25.5pp |
| Employer contribution / active EE | $770 | $3,220-76.1% | $2,836-72.8% | $2,848-73.0% |
| Participant deferral / active EE | $7,172 | $5,757+24.6% | $4,656+54.0% | $4,806+49.2% |
| Admin fee / account holder | $58 | $132-55.8% | $7,493-99.2% | $133-56.0% |