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 | $307,262 |
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 | $40,066 | $44,897-10.8% | $84,966-52.8% | $199,593-79.9% |
| Participation rate | 90.7% | 45.7%+45.0pp | 67.5%+23.2pp | 72.0%+18.7pp |
| Annual return | 16.96% | 20.96%-4.0pp | 66.38%-49.4pp | 34.25%-17.3pp |
| Employer contribution / active EE | $1,153 | $1,365-15.5% | $2,727-57.7% | $3,034-62.0% |
| Participant deferral / active EE | $4,350 | $2,668+63.0% | $4,519-3.8% | $5,087-14.5% |
| Admin fee / account holder | $77 | $584-86.9% | $6,149-98.8% | $269-71.5% |