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 | $118,433 |
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $59,256 |
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 | $70,832 | $105,190-32.7% | $98,907-28.4% | $90,288-21.5% |
| Participation rate | 93.9% | 86.4%+7.6pp | 76.0%+17.9pp | 73.4%+20.6pp |
| Annual return | 13.63% | 18.52%-4.9pp | 196.43%-182.8pp | 53.97%-40.3pp |
| Employer contribution / active EE | $644 | $3,831-83.2% | $2,689-76.0% | $2,524-74.5% |
| Participant deferral / active EE | $3,117 | $5,616-44.5% | $4,244-26.6% | $4,232-26.4% |
| Admin fee / account holder | $149 | $97+53.4% | $6,642-97.8% | $114+30.9% |