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 | $3,975 |
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 | $69,780 | $37,117+88.0% | $147,614-52.7% | $55,191+26.4% |
| Participation rate | 84.9% | 63.6%+21.3pp | 84.6%+0.2pp | 69.2%+15.7pp |
| Annual return | 1.17% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,487 | $1,620-8.2% | $5,564-73.3% | $1,899-21.7% |
| Participant deferral / active EE | $3,980 | $1,985+100.4% | $4,895-18.7% | $3,046+30.6% |
| Admin fee / account holder | $10 | $86-87.8% | $11,611-99.9% | $91-88.5% |