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 | $5,564 |
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 | $51,114 | $71,192-28.2% | $117,854-56.6% | $62,292-17.9% |
| Participation rate | 96.1% | 74.2%+21.9pp | 79.7%+16.4pp | 69.5%+26.6pp |
| Annual return | 19.02% | 18.66%+0.4pp | 335.08%-316.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $906 | $1,934-53.1% | $3,786-76.1% | $2,042-55.6% |
| Participant deferral / active EE | $5,240 | $3,189+64.3% | $4,482+16.9% | $3,169+65.3% |
| Admin fee / account holder | $32 | $587-94.5% | $8,020-99.6% | $479-93.3% |