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 | $59,049 |
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 | $82,734 | $88,122-6.1% | $141,162-41.4% | $67,579+22.4% |
| Participation rate | 86.9% | 76.5%+10.4pp | 82.5%+4.4pp | 71.3%+15.6pp |
| Annual return | 27.20% | 75.40%-48.2pp | 71.39%-44.2pp | 378.56%-351.4pp |
| Employer contribution / active EE | $2,080 | $3,224-35.5% | $4,735-56.1% | $2,148-3.1% |
| Participant deferral / active EE | $7,159 | $5,958+20.2% | $6,709+6.7% | $3,539+102.3% |
| Admin fee / account holder | $78 | $131-40.6% | $10,261-99.2% | $142-45.3% |