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 | $24,047 |
Annual investment return 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 | $32,214 | $63,905-49.6% | $74,183-56.6% | $57,658-44.1% |
| Participation rate | 90.4% | 79.8%+10.6pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 5.54% | 60.60%-55.1pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,034 | $1,840-43.8% | $2,370-56.4% | $1,974-47.6% |
| Participant deferral / active EE | $3,913 | $3,448+13.5% | $3,550+10.2% | $3,061+27.8% |
| Admin fee / account holder | $31 | $91-65.8% | $5,586-99.4% | $95-67.1% |