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 | $2,913 |
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 | $31,900 | $73,404-56.5% | $87,100-63.4% | $67,579-52.8% |
| Participation rate | 89.8% | 80.9%+9.0pp | 76.9%+13.0pp | 71.3%+18.6pp |
| Annual return | 20.10% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $694 | $2,014-65.5% | $2,521-72.5% | $2,148-67.7% |
| Participant deferral / active EE | $2,482 | $3,913-36.6% | $4,049-38.7% | $3,539-29.9% |
| Admin fee / account holder | $10 | $142-92.7% | $7,497-99.9% | $142-92.8% |