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 | $2,602 |
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 | $48,843 | $70,002-30.2% | $115,037-57.5% | $52,331-6.7% |
| Participation rate | 81.8% | 72.1%+9.7pp | 81.4%+0.4pp | 68.1%+13.7pp |
| Annual return | 1.36% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $819 | $2,715-69.8% | $4,608-82.2% | $1,882-56.5% |
| Participant deferral / active EE | $4,391 | $4,920-10.8% | $6,026-27.1% | $3,022+45.3% |
| Admin fee / account holder | $12 | $566-97.8% | $8,175-99.8% | $592-97.9% |