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 | $12,374 |
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 | $87,326 | $104,475-16.4% | $159,436-45.2% | $79,386+10.0% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 19.22% | 67.95%-48.7pp | 263.57%-244.3pp | 116.85%-97.6pp |
| Employer contribution / active EE | $6,468 | $3,417+89.3% | $4,829+33.9% | $2,427+166.5% |
| Participant deferral / active EE | $14,861 | $6,467+129.8% | $7,352+102.1% | $4,046+267.3% |
| Admin fee / account holder | $73 | $711-89.8% | $10,799-99.3% | $626-88.4% |