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 | $5,433 |
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 | $53,266 | $155,795-65.8% | $136,294-60.9% | $69,631-23.5% |
| Participation rate | 70.6% | 75.2%-4.7pp | 81.9%-11.3pp | 70.7%-0.1pp |
| Annual return | 34.60% | 232464.33%-232429.7pp | 5155.94%-5121.3pp | 27571.02%-27536.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,419 | $5,394+93.2% | $6,247+66.8% | $3,224+223.2% |
| Admin fee / account holder | $7 | $128-94.7% | $9,243-99.9% | $110-93.9% |