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 | $28,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,260 | $84,936-39.6% | $111,297-53.9% | $79,386-35.4% |
| Participation rate | 84.0% | 75.9%+8.1pp | 77.3%+6.7pp | 70.7%+13.3pp |
| Annual return | 16.47% | 17.45%-1.0pp | 54.65%-38.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $922 | $1,979-53.4% | $2,731-66.2% | $2,427-62.0% |
| Participant deferral / active EE | $2,928 | $3,888-24.7% | $4,487-34.7% | $4,046-27.6% |
| Admin fee / account holder | $111 | $537-79.3% | $7,964-98.6% | $626-82.3% |