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 | $1,744 |
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 | $63,429 | $80,753-21.5% | $136,294-53.5% | $62,292+1.8% |
| Participation rate | 81.3% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 18.77% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,038 | $2,884-29.3% | $4,695-56.6% | $2,042-0.2% |
| Participant deferral / active EE | $6,875 | $5,164+33.1% | $6,247+10.1% | $3,169+116.9% |
| Admin fee / account holder | $10 | $525-98.1% | $9,243-99.9% | $479-97.9% |