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 | $738 |
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 | $193,591 | $52,639+267.8% | $185,117+4.6% | $62,292+210.8% |
| Participation rate | 96.3% | 63.9%+32.4pp | 77.3%+19.0pp | 69.5%+26.7pp |
| Annual return | 22.40% | 19.57%+2.8pp | 40.50%-18.1pp | 28.90%-6.5pp |
| Employer contribution / active EE | $4,091 | $1,483+175.9% | $4,182-2.2% | $2,042+100.3% |
| Participant deferral / active EE | $10,033 | $3,097+224.0% | $5,045+98.9% | $3,169+216.6% |
| Admin fee / account holder | $6 | $374-98.4% | $8,159-99.9% | $479-98.8% |