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 | $38,844 |
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 | $114,295 | $82,202+39.0% | $125,339-8.8% | $64,808+76.4% |
| Participation rate | 92.5% | 77.9%+14.6pp | 82.4%+10.1pp | 71.5%+21.0pp |
| Annual return | -16.60% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,563 | $3,615-56.8% | $4,814-67.5% | $2,506-37.6% |
| Participant deferral / active EE | $9,152 | $7,175+27.6% | $7,446+22.9% | $4,310+112.3% |
| Admin fee / account holder | $78 | $163-52.0% | $10,010-99.2% | $188-58.2% |