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 35-0145825 | Loan Processing | $37,281 |
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 | $47,574 | $50,498-5.8% | $75,781-37.2% | $55,191-13.8% |
| Participation rate | 75.6% | 69.4%+6.2pp | 75.8%-0.2pp | 69.2%+6.5pp |
| Annual return | 1.16% | 1.80%-0.6pp | 9.68%-8.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $884 | $2,291-61.4% | $3,323-73.4% | $1,899-53.4% |
| Participant deferral / active EE | $4,354 | $2,589+68.2% | $3,651+19.3% | $3,046+42.9% |
| Admin fee / account holder | $2 | $123-98.7% | $5,299-100.0% | $91-98.3% |