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 | $89,773 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $90,608 | $88,122+2.8% | $141,162-35.8% | $67,579+34.1% |
| Participation rate | 96.3% | 76.5%+19.8pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 5.08% | 75.40%-70.3pp | 71.39%-66.3pp | 378.56%-373.5pp |
| Employer contribution / active EE | $3,302 | $3,224+2.4% | $4,735-30.3% | $2,148+53.7% |
| Participant deferral / active EE | $10,867 | $5,958+82.4% | $6,709+62.0% | $3,539+207.0% |
| Admin fee / account holder | $98 | $131-25.0% | $10,261-99.0% | $142-31.0% |