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 | $1,498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,686 | $83,477-70.4% | $125,175-80.3% | $72,985-66.2% |
| Participation rate | 79.8% | 73.3%+6.5pp | 79.8%0pp | 69.5%+10.3pp |
| Annual return | 20.19% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $397 | $2,345-83.1% | $3,865-89.7% | $2,440-83.7% |
| Participant deferral / active EE | $2,801 | $3,585-21.9% | $4,937-43.3% | $3,607-22.3% |
| Admin fee / account holder | $13 | $5,517-99.8% | $9,702-99.9% | $5,124-99.7% |