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 | $2,886 |
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 | $126,507 | $98,750+28.1% | $149,696-15.5% | $79,858+58.4% |
| Participation rate | 74.7% | 75.8%-1.0pp | 82.5%-7.7pp | 69.6%+5.1pp |
| Annual return | 12.96% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,972 | $3,216-7.6% | $4,644-36.0% | $2,471+20.3% |
| Participant deferral / active EE | $9,022 | $5,680+58.8% | $6,842+31.9% | $3,740+141.2% |
| Admin fee / account holder | $21 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |