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 | $34,644 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $30,000 |
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 | $46,356 | $30,086+54.1% | $61,373-24.5% | $64,808-28.5% |
| Participation rate | 90.2% | 36.4%+53.8pp | 52.6%+37.6pp | 71.5%+18.7pp |
| Annual return | -19.10% | -13.99%-5.1pp | 338.61%-357.7pp | 32.82%-51.9pp |
| Employer contribution / active EE | $1,155 | $536+115.4% | $1,159-0.4% | $2,506-53.9% |
| Participant deferral / active EE | $3,634 | $1,126+222.8% | $2,125+71.0% | $4,310-15.7% |
| Admin fee / account holder | $53 | $148-64.1% | $2,130-97.5% | $188-71.7% |