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 | $4,856 |
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 | $55,472 | $96,458-42.5% | $136,294-59.3% | $77,958-28.8% |
| Participation rate | 94.3% | 75.4%+18.9pp | 81.9%+12.4pp | 71.6%+22.7pp |
| Annual return | 30.45% | 23.78%+6.7pp | 5155.94%-5125.5pp | 20.87%+9.6pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $14,692 | $5,902+148.9% | $6,247+135.2% | $3,537+315.4% |
| Admin fee / account holder | $4 | $80-95.5% | $9,243-100.0% | $97-96.3% |