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 | $4,875 |
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 | $67,978 | $64,909+4.7% | $82,313-17.4% | $62,292+9.1% |
| Participation rate | 90.4% | 74.9%+15.5pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 24.61% | 21.18%+3.4pp | 25.88%-1.3pp | 28.90%-4.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,527 | $3,103+13.7% | $3,706-4.8% | $3,169+11.3% |
| Admin fee / account holder | $45 | $440-89.8% | $5,608-99.2% | $479-90.7% |