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 | $2,015 |
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 | $103,173 | $96,484+6.9% | $156,263-34.0% | $74,304+38.9% |
| Participation rate | 94.0% | 67.7%+26.4pp | 78.9%+15.1pp | 60.3%+33.7pp |
| Annual return | 16.25% | 17.73%-1.5pp | 59.47%-43.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,035 | $2,528-19.5% | $4,333-53.0% | $2,241-9.2% |
| Participant deferral / active EE | $9,381 | $4,286+118.9% | $6,158+52.3% | $3,767+149.0% |
| Admin fee / account holder | $20 | $3,728-99.5% | $14,255-99.9% | $2,969-99.3% |