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 | $41,990 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,936 |
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 | $26,059 | $54,573-52.2% | $90,951-71.3% | $73,488-64.5% |
| Participation rate | 89.7% | 61.2%+28.6pp | 69.0%+20.7pp | 70.7%+19.0pp |
| Annual return | 14.71% | 16.69%-2.0pp | 134.60%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,212 | $991+123.1% | $2,122+4.2% | $2,270-2.6% |
| Participant deferral / active EE | $5,077 | $2,517+101.7% | $3,373+50.5% | $3,740+35.8% |
| Admin fee / account holder | $198 | $521-62.1% | $5,959-96.7% | $513-61.5% |