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 | $1,964 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,050 | $136,307+142.9% | $177,821+86.2% | $73,488+350.5% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.5pp |
| Annual return | 18.69% | 18.68%0pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $25,472 | $3,712+586.2% | $5,918+330.4% | $2,270+1022.0% |
| Participant deferral / active EE | $13,549 | $5,829+132.5% | $7,714+75.6% | $3,740+262.3% |
| Admin fee / account holder | $12 | $596-98.0% | $12,427-99.9% | $513-97.7% |