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 | -$10,213 |
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 | $143,044 | $73,638+94.3% | $95,952+49.1% | $73,488+94.6% |
| Participation rate | 89.7% | 76.2%+13.5pp | 77.1%+12.6pp | 70.7%+19.0pp |
| Annual return | 20.94% | 16.78%+4.2pp | 91.61%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $3,115 | $1,863+67.2% | $2,541+22.6% | $2,270+37.2% |
| Participant deferral / active EE | $5,918 | $3,617+63.6% | $4,167+42.0% | $3,740+58.3% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |