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 | $363 |
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 | $36,258 | $77,813-53.4% | $123,544-70.7% | $64,186-43.5% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.7pp |
| Annual return | -7.94% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $368 | $3,014-87.8% | $4,628-92.0% | $2,381-84.5% |
| Participant deferral / active EE | $6,856 | $5,240+30.8% | $6,426+6.7% | $3,470+97.6% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |