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 | $3,574 |
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 | $61,354 | $80,753-24.0% | $136,294-55.0% | $62,292-1.5% |
| Participation rate | 89.0% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.4pp |
| Annual return | 20.67% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $994 | $2,884-65.5% | $4,695-78.8% | $2,042-51.3% |
| Participant deferral / active EE | $5,567 | $5,164+7.8% | $6,247-10.9% | $3,169+75.7% |
| Admin fee / account holder | $19 | $525-96.5% | $9,243-99.8% | $479-96.1% |