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 | $61,970 |
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 | $25,129 | $40,385-37.8% | $80,569-68.8% | $74,419-66.2% |
| Participation rate | 83.6% | 47.4%+36.1pp | 67.0%+16.6pp | 70.7%+12.8pp |
| Annual return | 39.39% | 164.85%-125.5pp | 935.43%-896.0pp | 34.38%+5.0pp |
| Employer contribution / active EE | $770 | $1,496-48.6% | $2,723-71.7% | $2,637-70.8% |
| Participant deferral / active EE | $3,604 | $2,674+34.8% | $4,447-19.0% | $4,528-20.4% |
| Admin fee / account holder | $153 | $720-78.7% | $5,377-97.2% | $348-56.0% |