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 | $1,150 |
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 | $59,797 | $69,231-13.6% | $91,989-35.0% | $67,579-11.5% |
| Participation rate | 87.1% | 78.9%+8.2pp | 78.6%+8.4pp | 71.3%+15.8pp |
| Annual return | 30.30% | 32.03%-1.7pp | 69.02%-38.7pp | 378.56%-348.3pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,871 | $5,854+17.4% | $5,923+16.0% | $3,539+94.1% |
| Admin fee / account holder | $2 | $107-97.9% | $7,743-100.0% | $142-98.4% |