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 6-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 | $177,774 |
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 | $51,759 | $110,299-53.1% | $102,423-49.5% | $199,593-74.1% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 22.77% | 35.73%-13.0pp | 29.32%-6.5pp | 34.25%-11.5pp |
| Employer contribution / active EE | $3,018 | $3,603-16.2% | $3,023-0.2% | $3,034-0.5% |
| Participant deferral / active EE | $5,971 | $6,376-6.3% | $5,053+18.2% | $5,087+17.4% |
| Admin fee / account holder | $90 | $122-26.4% | $9,451-99.0% | $269-66.5% |