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 | $56,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,254 | $41,617-77.8% | $84,611-89.1% | $77,787-88.1% |
| Participation rate | 91.5% | 45.0%+46.4pp | 68.2%+23.2pp | 73.2%+18.2pp |
| Annual return | 24.71% | 24.97%-0.3pp | 258.74%-234.0pp | 32.57%-7.9pp |
| Employer contribution / active EE | $214 | $1,061-79.8% | $2,652-91.9% | $2,504-91.5% |
| Participant deferral / active EE | $2,968 | $2,129+39.4% | $3,899-23.9% | $3,967-25.2% |
| Admin fee / account holder | $26 | $121-78.8% | $4,912-99.5% | $100-74.4% |