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 | $46,806 |
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 | $28,729 | $33,232-13.6% | $71,796-60.0% | $63,975-55.1% |
| Participation rate | 82.8% | 60.1%+22.7pp | 69.1%+13.7pp | 71.1%+11.6pp |
| Annual return | 7.50% | 11.99%-4.5pp | 78.04%-70.5pp | 48.65%-41.1pp |
| Employer contribution / active EE | $697 | $723-3.5% | $1,924-63.8% | $2,182-68.0% |
| Participant deferral / active EE | $1,972 | $1,604+22.9% | $2,794-29.4% | $3,356-41.3% |
| Admin fee / account holder | $29 | $63-53.6% | $4,815-99.4% | $70-58.1% |