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 9-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 | $37,751 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $37,500 |
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 | $66,644 | $35,197+89.3% | $53,898+23.6% | $102,872-35.2% |
| Participation rate | 81.2% | 29.6%+51.7pp | 55.0%+26.3pp | 73.0%+8.2pp |
| Annual return | 15.73% | 17.55%-1.8pp | 528.60%-512.9pp | 19.06%-3.3pp |
| Employer contribution / active EE | $1,300 | $713+82.4% | $932+39.5% | $3,526-63.1% |
| Participant deferral / active EE | $4,429 | $1,333+232.3% | $1,826+142.5% | $5,535-20.0% |
| Admin fee / account holder | $56 | $834-93.2% | $2,491-97.7% | $292-80.7% |