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 | -$2,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,130 | $64,612+106.0% | $86,436+54.0% | $64,808+105.4% |
| Participation rate | 97.2% | 81.5%+15.7pp | 80.3%+16.8pp | 71.5%+25.7pp |
| Annual return | -18.42% | 0.66%-19.1pp | 4394.89%-4413.3pp | 32.82%-51.2pp |
| Employer contribution / active EE | $5,392 | $2,744+96.5% | $3,769+43.1% | $2,506+115.2% |
| Participant deferral / active EE | $9,322 | $7,497+24.3% | $6,952+34.1% | $4,310+116.3% |
| Admin fee / account holder | $12 | $169-93.0% | $6,731-99.8% | $188-93.7% |