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 | $5,250 |
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 | $76,318 | $63,905+19.4% | $74,183+2.9% | $57,658+32.4% |
| Participation rate | 98.3% | 79.8%+18.6pp | 76.6%+21.7pp | 70.2%+28.1pp |
| Annual return | 6.03% | 60.60%-54.6pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $555 | $1,840-69.8% | $2,370-76.6% | $1,974-71.9% |
| Participant deferral / active EE | $4,230 | $3,448+22.7% | $3,550+19.2% | $3,061+38.2% |
| Admin fee / account holder | $17 | $91-80.9% | $5,586-99.7% | $95-81.6% |