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 | $12,261 |
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 | $72,187 | $63,299+14.0% | $91,001-20.7% | $62,292+15.9% |
| Participation rate | 75.4% | 73.3%+2.1pp | 75.6%-0.2pp | 69.5%+5.9pp |
| Annual return | 22.41% | 20.99%+1.4pp | 4.60%+17.8pp | 28.90%-6.5pp |
| Employer contribution / active EE | $3,552 | $1,807+96.6% | $2,456+44.6% | $2,042+73.9% |
| Participant deferral / active EE | $5,601 | $2,943+90.3% | $3,547+57.9% | $3,169+76.7% |
| Admin fee / account holder | $63 | $468-86.5% | $5,417-98.8% | $479-86.8% |