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 | -$3,778 |
Annual investment return 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 | $139,545 | $66,813+108.9% | $100,516+38.8% | $73,488+89.9% |
| Participation rate | 93.8% | 77.5%+16.4pp | 79.4%+14.4pp | 70.7%+23.1pp |
| Annual return | 14.06% | 25.70%-11.6pp | 30.89%-16.8pp | 28.51%-14.5pp |
| Employer contribution / active EE | $4,628 | $2,147+115.6% | $3,418+35.4% | $2,270+103.9% |
| Participant deferral / active EE | $17,187 | $5,883+192.1% | $6,270+174.1% | $3,740+359.6% |
| Admin fee / account holder | $9 | $512-98.2% | $8,081-99.9% | $513-98.2% |