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 | $90,677 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $92,896 | $75,388+23.2% | $123,544-24.8% | $55,725+66.7% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.3%+13.7pp | 70.9%+25.1pp |
| Annual return | 14.76% | 4.48%+10.3pp | 119.20%-104.4pp | 244.93%-230.2pp |
| Employer contribution / active EE | $3,284 | $3,063+7.2% | $4,628-29.0% | $2,078+58.0% |
| Participant deferral / active EE | $10,291 | $5,651+82.1% | $6,426+60.2% | $3,356+206.7% |
| Admin fee / account holder | $120 | $120-0.1% | $9,284-98.7% | $115+3.9% |