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 | $20,749 |
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 | $9,835 | $56,629-82.6% | $77,999-87.4% | $55,167-82.2% |
| Participation rate | 85.4% | 73.3%+12.1pp | 75.5%+9.9pp | 69.0%+16.5pp |
| Annual return | 14.05% | 2866.98%-2852.9pp | 425.96%-411.9pp | 169.23%-155.2pp |
| Employer contribution / active EE | $1,489 | $1,723-13.6% | $2,470-39.7% | $1,963-24.1% |
| Participant deferral / active EE | $2,660 | $2,777-4.2% | $3,497-23.9% | $3,054-12.9% |
| Admin fee / account holder | $86 | $467-81.5% | $5,480-98.4% | $504-82.9% |