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 | $5,745 |
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 | $36,081 | $99,957-63.9% | $149,696-75.9% | $73,488-50.9% |
| Participation rate | 78.9% | 75.7%+3.2pp | 82.5%-3.6pp | 70.7%+8.2pp |
| Annual return | 34.91% | 53.87%-19.0pp | 276.60%-241.7pp | 28.51%+6.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,033 | $6,073+81.7% | $6,842+61.3% | $3,740+195.0% |
| Admin fee / account holder | $54 | $551-90.3% | $9,309-99.4% | $513-89.6% |