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 | $2,648 |
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 | $31,427 | $88,324-64.4% | $115,037-72.7% | $55,191-43.1% |
| Participation rate | 91.1% | 72.5%+18.6pp | 81.4%+9.7pp | 69.2%+21.9pp |
| Annual return | 14.51% | 6.30%+8.2pp | 26.14%-11.6pp | 10.78%+3.7pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $11,844 | $5,042+134.9% | $6,026+96.5% | $3,046+288.8% |
| Admin fee / account holder | $3 | $105-97.2% | $8,175-100.0% | $91-96.8% |