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 | $19,164 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,742 | $53,412-87.4% | $68,509-90.2% | $52,331-87.1% |
| Participation rate | 89.1% | 71.7%+17.5pp | 74.7%+14.4pp | 68.1%+21.0pp |
| Annual return | 30.51% | 3.42%+27.1pp | 8.27%+22.2pp | 4.54%+26.0pp |
| Employer contribution / active EE | $439 | $1,607-72.7% | $2,278-80.7% | $1,882-76.7% |
| Participant deferral / active EE | $1,887 | $2,688-29.8% | $3,382-44.2% | $3,022-37.6% |
| Admin fee / account holder | $75 | $461-83.8% | $5,275-98.6% | $592-87.3% |