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 | $506 |
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 | $69,775 | $58,523+19.2% | $99,443-29.8% | $72,985-4.4% |
| Participation rate | 95.7% | 64.6%+31.1pp | 73.8%+21.9pp | 69.5%+26.2pp |
| Annual return | 21.11% | 28.51%-7.4pp | 30.72%-9.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,002 | $1,512-33.7% | $2,540-60.5% | $2,440-58.9% |
| Participant deferral / active EE | $4,447 | $2,606+70.6% | $3,619+22.9% | $3,607+23.3% |
| Admin fee / account holder | $12 | $4,102-99.7% | $6,250-99.8% | $5,124-99.8% |