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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.
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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 | $25,691 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,927 | $54,193-7.9% | $93,606-46.7% | $77,643-35.7% |
| Participation rate | 79.0% | 63.9%+15.1pp | 68.7%+10.3pp | 70.6%+8.4pp |
| Annual return | 11.49% | 30.54%-19.0pp | 133.20%-121.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $564 | $1,168-51.7% | $2,420-76.7% | $2,726-79.3% |
| Participant deferral / active EE | $4,472 | $3,144+42.2% | $4,411+1.4% | $4,647-3.8% |
| Admin fee / account holder | $87 | $576-84.8% | $8,285-98.9% | $430-79.7% |