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 | $3,101 |
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 | $55,294 | $72,770-24.0% | $67,652-18.3% | $55,191+0.2% |
| Participation rate | 97.1% | 78.8%+18.3pp | 75.7%+21.4pp | 69.2%+27.9pp |
| Annual return | 1.87% | -3.26%+5.1pp | 6625.04%-6623.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,464 | $1,769+39.2% | $2,266+8.7% | $1,899+29.7% |
| Participant deferral / active EE | $5,388 | $3,408+58.1% | $3,560+51.4% | $3,046+76.9% |
| Admin fee / account holder | $7 | $79-91.7% | $4,821-99.9% | $91-92.8% |