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 | $229,314 |
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 | $42,874 | $45,719-6.2% | $96,139-55.4% | $93,030-53.9% |
| Participation rate | 87.1% | 45.8%+41.2pp | 68.4%+18.6pp | 73.9%+13.2pp |
| Annual return | 18.79% | 3211.95%-3193.2pp | 191.94%-173.2pp | 158.70%-139.9pp |
| Employer contribution / active EE | $990 | $1,139-13.1% | $2,797-64.6% | $2,706-63.4% |
| Participant deferral / active EE | $3,646 | $2,344+55.5% | $4,349-16.2% | $4,562-20.1% |
| Admin fee / account holder | $86 | $128-32.7% | $5,537-98.4% | $152-43.2% |