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 | $103,549 |
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 | $108,484 | $127,481-14.9% | $149,696-27.5% | $90,288+20.2% |
| Participation rate | 97.7% | 78.2%+19.4pp | 82.5%+15.2pp | 73.4%+24.3pp |
| Annual return | 32.13% | 57.78%-25.6pp | 276.60%-244.5pp | 53.97%-21.8pp |
| Employer contribution / active EE | $3,409 | $3,448-1.1% | $4,644-26.6% | $2,524+35.1% |
| Participant deferral / active EE | $11,009 | $6,975+57.8% | $6,842+60.9% | $4,232+160.1% |
| Admin fee / account holder | $98 | $152-35.3% | $9,309-98.9% | $114-13.9% |