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 | $7,595 |
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 | $203,038 | $104,317+94.6% | $159,436+27.3% | $86,799+133.9% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.8%+16.3pp | 72.3%+26.9pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $8,049 | $3,451+133.2% | $4,829+66.7% | $2,405+234.6% |
| Participant deferral / active EE | $14,983 | $6,837+119.1% | $7,352+103.8% | $4,131+262.7% |
| Admin fee / account holder | $3 | $172-98.2% | $10,799-100.0% | $170-98.2% |