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 | $32,042 |
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 | $26,856 | $37,044-27.5% | $71,796-62.6% | $57,658-53.4% |
| Participation rate | 91.4% | 61.1%+30.3pp | 69.1%+22.3pp | 70.2%+21.2pp |
| Annual return | 8.02% | 12.64%-4.6pp | 78.04%-70.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $427 | $720-40.7% | $1,924-77.8% | $1,974-78.4% |
| Participant deferral / active EE | $2,976 | $1,974+50.8% | $2,794+6.5% | $3,061-2.8% |
| Admin fee / account holder | $27 | $101-72.8% | $4,815-99.4% | $95-71.0% |