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 | -$55,923 |
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 | $72,188 | $127,481-43.4% | $149,696-51.8% | $90,288-20.0% |
| Participation rate | 84.5% | 78.2%+6.2pp | 82.5%+2.0pp | 73.4%+11.1pp |
| Annual return | 30.37% | 57.78%-27.4pp | 276.60%-246.2pp | 53.97%-23.6pp |
| Employer contribution / active EE | $3,121 | $3,448-9.5% | $4,644-32.8% | $2,524+23.6% |
| Participant deferral / active EE | $12,963 | $6,975+85.8% | $6,842+89.5% | $4,232+206.3% |
| Admin fee / account holder | -$39 | $152-125.7% | $9,309-100.4% | $114-134.2% |