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 | $12,910 |
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 | $218,154 | $88,515+146.5% | $162,163+34.5% | $67,579+222.8% |
| Participation rate | 97.8% | 86.8%+11.0pp | 87.6%+10.2pp | 71.3%+26.5pp |
| Annual return | 23.99% | 27.04%-3.0pp | 115.59%-91.6pp | 378.56%-354.6pp |
| Employer contribution / active EE | $7,061 | $3,563+98.2% | $5,614+25.8% | $2,148+228.8% |
| Participant deferral / active EE | $18,769 | $5,724+227.9% | $7,298+157.2% | $3,539+430.3% |
| Admin fee / account holder | $5 | $124-95.9% | $10,843-100.0% | $142-96.5% |