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 8-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 | $12,240 |
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 | $27,667 | $52,639-47.4% | $185,117-85.1% | $62,292-55.6% |
| Participation rate | 85.7% | 63.9%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 20.37% | 19.57%+0.8pp | 40.50%-20.1pp | 28.90%-8.5pp |
| Employer contribution / active EE | $803 | $1,483-45.9% | $4,182-80.8% | $2,042-60.7% |
| Participant deferral / active EE | $4,836 | $3,097+56.1% | $5,045-4.1% | $3,169+52.6% |
| Admin fee / account holder | $55 | $374-85.4% | $8,159-99.3% | $479-88.6% |