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 | $1,002 |
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 | $155,802 | $71,883+116.7% | $86,677+79.8% | $68,494+127.5% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -15.80% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,072 | $2,173+41.4% | $2,836+8.3% | $2,596+18.3% |
| Participant deferral / active EE | $8,299 | $3,779+119.6% | $4,656+78.3% | $4,027+106.1% |
| Admin fee / account holder | $9 | $6,112-99.9% | $7,493-99.9% | $5,403-99.8% |