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 | $242,591 |
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 | $34,046 | $37,317-8.8% | $77,024-55.8% | $77,904-56.3% |
| Participation rate | 87.5% | 46.9%+40.7pp | 67.9%+19.6pp | 73.7%+13.9pp |
| Annual return | -15.43% | -5.88%-9.5pp | 42.32%-57.7pp | 12.21%-27.6pp |
| Employer contribution / active EE | $939 | $1,218-22.9% | $2,812-66.6% | $2,848-67.0% |
| Participant deferral / active EE | $3,813 | $2,564+48.7% | $4,426-13.9% | $4,806-20.7% |
| Admin fee / account holder | $81 | $126-35.2% | $5,425-98.5% | $133-38.6% |