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 | $1,000 |
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 | $61,130 | $70,908-13.8% | $98,907-38.2% | $73,488-16.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 20.00% | 34.17%-14.2pp | 196.43%-176.4pp | 28.51%-8.5pp |
| Employer contribution / active EE | $4,952 | $2,036+143.2% | $2,689+84.2% | $2,270+118.1% |
| Participant deferral / active EE | $5,908 | $3,500+68.8% | $4,244+39.2% | $3,740+58.0% |
| Admin fee / account holder | $27 | $535-95.0% | $6,642-99.6% | $513-94.8% |