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 9-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 | $28,496 |
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 | $75,719 | $71,666+5.7% | $117,854-35.8% | $69,631+8.7% |
| Participation rate | 82.9% | 77.5%+5.4pp | 79.7%+3.3pp | 70.7%+12.3pp |
| Annual return | 18.76% | 18.86%-0.1pp | 335.08%-316.3pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,081 | $1,889+10.1% | $3,786-45.0% | $2,032+2.4% |
| Participant deferral / active EE | $4,073 | $3,340+22.0% | $4,482-9.1% | $3,224+26.3% |
| Admin fee / account holder | $45 | $120-62.9% | $8,020-99.4% | $110-59.6% |