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 | $1,655 |
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 | $92,984 | $99,957-7.0% | $149,696-37.9% | $73,488+26.5% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 20.93% | 53.87%-32.9pp | 276.60%-255.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $2,749 | $3,191-13.9% | $4,644-40.8% | $2,270+21.1% |
| Participant deferral / active EE | $9,830 | $6,073+61.9% | $6,842+43.7% | $3,740+162.9% |
| Admin fee / account holder | $13 | $551-97.6% | $9,309-99.9% | $513-97.4% |