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 | $650 |
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 | $39,233 | $80,177-51.1% | $123,892-68.3% | $57,658-32.0% |
| Participation rate | 70.4% | 74.4%-4.1pp | 81.4%-11.0pp | 70.2%+0.1pp |
| Annual return | 30.58% | 17.90%+12.7pp | 47.52%-16.9pp | 5.13%+25.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,237 | $5,130+80.0% | $5,984+54.3% | $3,061+201.8% |
| Admin fee / account holder | $1 | $106-99.0% | $8,357-100.0% | $95-98.8% |