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 | $162,141 |
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 | $51,531 | $2,679,533-98.1% | $164,813-68.7% | $199,593-74.2% |
| Participation rate | 94.8% | 78.3%+16.4pp | 78.6%+16.2pp | 72.0%+22.8pp |
| Annual return | 14.85% | 17.93%-3.1pp | 69.93%-55.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,592 | $2,970-46.4% | $4,341-63.3% | $3,034-47.5% |
| Participant deferral / active EE | $4,892 | $5,010-2.3% | $6,031-18.9% | $5,087-3.8% |
| Admin fee / account holder | $76 | $1,982-96.2% | $12,690-99.4% | $269-71.7% |