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 | $35,984 |
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 | $31,410 | $83,812-62.5% | $123,544-74.6% | $68,904-54.4% |
| Participation rate | 76.5% | 77.0%-0.5pp | 82.3%-5.8pp | 74.1%+2.4pp |
| Annual return | -3.64% | 0.60%-4.2pp | 119.20%-122.8pp | 1.07%-4.7pp |
| Employer contribution / active EE | $2,244 | $2,924-23.3% | $4,628-51.5% | $2,540-11.7% |
| Participant deferral / active EE | $7,266 | $5,609+29.5% | $6,426+13.1% | $4,015+81.0% |
| Admin fee / account holder | $7 | $65-88.5% | $9,284-99.9% | $71-89.6% |