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 | $600 |
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 | $128,761 | $63,346+103.3% | $92,233+39.6% | $70,131+83.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 22.26% | 530.12%-507.9pp | 176.28%-154.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $8,663 | $2,471+250.6% | $3,679+135.5% | $2,342+269.8% |
| Participant deferral / active EE | $8,906 | $2,854+212.1% | $3,897+128.6% | $3,332+167.3% |
| Admin fee / account holder | $13 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |