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 | -$127,686 |
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 | $225,036 | $57,658+290.3% | $46,225+386.8% | $57,658+290.3% |
| Participation rate | 96.4% | 70.2%+26.1pp | 79.5%+16.9pp | 70.2%+26.1pp |
| Annual return | 14.65% | 5.13%+9.5pp | 7.57%+7.1pp | 5.13%+9.5pp |
| Employer contribution / active EE | $10,837 | $1,974+449.1% | $3,424+216.5% | $1,974+449.1% |
| Participant deferral / active EE | $15,160 | $3,061+395.3% | $3,776+301.4% | $3,061+395.3% |
| Admin fee / account holder | $13 | $95-85.9% | $3,519-99.6% | $95-85.9% |