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 | $2,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,357 | $66,310+18.2% | $93,606-16.3% | $65,185+20.2% |
| Participation rate | 86.1% | 74.0%+12.1pp | 75.8%+10.3pp | 70.2%+15.9pp |
| Annual return | 21.12% | 42.58%-21.5pp | 32.76%-11.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $341 | $2,012-83.0% | $2,718-87.4% | $2,177-84.3% |
| Participant deferral / active EE | $2,170 | $3,342-35.1% | $4,069-46.7% | $3,514-38.2% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |