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 | $22,899 |
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 | $20,677 | $39,458-47.6% | $60,547-65.8% | $55,191-62.5% |
| Participation rate | 93.5% | 59.6%+33.9pp | 68.0%+25.5pp | 69.2%+24.3pp |
| Annual return | 1.85% | 3.35%-1.5pp | 335.64%-333.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $995 | $1,210-17.7% | $2,419-58.9% | $1,899-47.6% |
| Participant deferral / active EE | $3,635 | $2,140+69.8% | $3,328+9.2% | $3,046+19.3% |
| Admin fee / account holder | $48 | $95-49.7% | $4,536-98.9% | $91-47.2% |