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 | $1,775 |
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 | $130,398 | $88,083+48.0% | $164,813-20.9% | $74,495+75.0% |
| Participation rate | 97.5% | 73.0%+24.5pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.61% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $7,475 | $2,593+188.3% | $4,341+72.2% | $2,623+185.0% |
| Participant deferral / active EE | $9,975 | $4,498+121.8% | $6,031+65.4% | $4,346+129.5% |
| Admin fee / account holder | $12 | $2,234-99.5% | $12,690-99.9% | $1,942-99.4% |