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 35-0145825 | Loan Processing | $24,501 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,690 | $46,173-72.5% | $170,442-92.6% | $69,631-81.8% |
| Participation rate | 74.9% | 63.9%+11.0pp | 83.6%-8.7pp | 70.7%+4.2pp |
| Annual return | 14.80% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $689 | $1,610-57.2% | $5,433-87.3% | $2,032-66.1% |
| Participant deferral / active EE | $763 | $2,080-63.3% | $4,939-84.6% | $3,224-76.3% |
| Admin fee / account holder | $2 | $116-98.7% | $13,880-100.0% | $110-98.6% |