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 | $122,614 |
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 | $54,496 | $40,278+35.3% | $80,569-32.4% | $80,160-32.0% |
| Participation rate | 92.7% | 47.5%+45.2pp | 67.0%+25.7pp | 72.9%+19.8pp |
| Annual return | 23.80% | 50.86%-27.1pp | 935.43%-911.6pp | 40.38%-16.6pp |
| Employer contribution / active EE | $2,139 | $1,332+60.5% | $2,723-21.5% | $2,978-28.2% |
| Participant deferral / active EE | $7,304 | $2,696+170.9% | $4,447+64.2% | $5,017+45.6% |
| Admin fee / account holder | $83 | $210-60.7% | $5,377-98.5% | $145-43.0% |