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 8-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 | $29,512 |
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 | $67,036 | $104,317-35.7% | $159,436-58.0% | $86,799-22.8% |
| Participation rate | 97.3% | 77.7%+19.5pp | 82.8%+14.4pp | 72.3%+25.0pp |
| Annual return | 43.95% | 26.32%+17.6pp | 263.57%-219.6pp | 97.91%-54.0pp |
| Employer contribution / active EE | $6,896 | $3,451+99.8% | $4,829+42.8% | $2,405+186.7% |
| Participant deferral / active EE | $12,739 | $6,837+86.3% | $7,352+73.3% | $4,131+208.4% |
| Admin fee / account holder | $76 | $172-56.0% | $10,799-99.3% | $170-55.4% |