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 | $20,346 |
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 | $61,361 | $93,131-34.1% | $106,548-42.4% | $86,799-29.3% |
| Participation rate | 94.9% | 81.4%+13.4pp | 76.1%+18.7pp | 72.3%+22.6pp |
| Annual return | 21.01% | 19.45%+1.6pp | 26.80%-5.8pp | 97.91%-76.9pp |
| Employer contribution / active EE | $1,376 | $2,895-52.5% | $2,819-51.2% | $2,405-42.8% |
| Participant deferral / active EE | $4,158 | $4,708-11.7% | $4,398-5.5% | $4,131+0.7% |
| Admin fee / account holder | $76 | $145-47.6% | $7,407-99.0% | $170-55.2% |