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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 | $2,450 |
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 | $89,625 | $76,050+17.8% | $96,544-7.2% | $71,457+25.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 76.0%+12.9pp | 67.9%+21.0pp |
| Annual return | 25.20% | 22.81%+2.4pp | 25.84%-0.6pp | 28.85%-3.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,885 | $4,215-7.8% | $4,851-19.9% | $4,289-9.4% |
| Admin fee / account holder | $24 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |