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 | $2,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,685 | $73,638-33.9% | $95,952-49.3% | $73,488-33.8% |
| Participation rate | 93.4% | 76.2%+17.3pp | 77.1%+16.3pp | 70.7%+22.7pp |
| Annual return | 16.03% | 16.78%-0.7pp | 91.61%-75.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $369 | $1,863-80.2% | $2,541-85.5% | $2,270-83.8% |
| Participant deferral / active EE | $4,393 | $3,617+21.5% | $4,167+5.4% | $3,740+17.5% |
| Admin fee / account holder | $18 | $482-96.3% | $6,795-99.7% | $513-96.5% |