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 | $251,764 |
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 | $35,896 | $40,278-10.9% | $80,569-55.4% | $80,160-55.2% |
| Participation rate | 88.7% | 47.5%+41.1pp | 67.0%+21.7pp | 72.9%+15.7pp |
| Annual return | 26.10% | 50.86%-24.8pp | 935.43%-909.3pp | 40.38%-14.3pp |
| Employer contribution / active EE | $998 | $1,332-25.1% | $2,723-63.4% | $2,978-66.5% |
| Participant deferral / active EE | $3,533 | $2,696+31.1% | $4,447-20.6% | $5,017-29.6% |
| Admin fee / account holder | $67 | $210-68.2% | $5,377-98.8% | $145-53.8% |