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 | $1,175 |
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 | $45,571 | $58,879-22.6% | $178,490-74.5% | $73,488-38.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 27.35% | 24.86%+2.5pp | 151.07%-123.7pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,116 | $2,236-50.1% | $5,011-77.7% | $2,270-50.8% |
| Participant deferral / active EE | $3,294 | $2,567+28.3% | $5,202-36.7% | $3,740-11.9% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.3% |