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 | $2,125 |
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 | $65,695 | $59,186+11.0% | $76,768-14.4% | $56,287+16.7% |
| Participation rate | 89.9% | 75.2%+14.7pp | 77.0%+12.9pp | 69.9%+20.1pp |
| Annual return | -4.24% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,603 | $3,255+10.7% | $3,852-6.4% | $3,350+7.6% |
| Admin fee / account holder | $19 | $489-96.0% | $6,675-99.7% | $521-96.3% |