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 | $28,892 |
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 | $30,614 | $33,780-9.4% | $74,550-58.9% | $75,289-59.3% |
| Participation rate | 87.8% | 62.7%+25.1pp | 69.1%+18.6pp | 72.4%+15.3pp |
| Annual return | -5.81% | -1.24%-4.6pp | 32.53%-38.3pp | -0.04%-5.8pp |
| Employer contribution / active EE | $420 | $845-50.3% | $1,961-78.6% | $2,405-82.5% |
| Participant deferral / active EE | $3,144 | $1,890+66.4% | $3,108+1.2% | $3,739-15.9% |
| Admin fee / account holder | $24 | $86-71.7% | $5,060-99.5% | $102-76.1% |