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 | $1,600 |
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 | $60,732 | $88,122-31.1% | $141,162-57.0% | $67,579-10.1% |
| Participation rate | 81.9% | 76.5%+5.5pp | 82.5%-0.5pp | 71.3%+10.7pp |
| Annual return | 32.86% | 75.40%-42.5pp | 71.39%-38.5pp | 378.56%-345.7pp |
| Employer contribution / active EE | $1,460 | $3,224-54.7% | $4,735-69.2% | $2,148-32.0% |
| Participant deferral / active EE | $12,186 | $5,958+104.5% | $6,709+81.6% | $3,539+244.3% |
| Admin fee / account holder | $1 | $131-99.0% | $10,261-100.0% | $142-99.0% |