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 | $11,628 |
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 | $178,612 | $99,957+78.7% | $149,696+19.3% | $73,488+143.0% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 21.90% | 53.87%-32.0pp | 276.60%-254.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $2,280 | $3,191-28.6% | $4,644-50.9% | $2,270+0.4% |
| Participant deferral / active EE | $9,021 | $6,073+48.6% | $6,842+31.9% | $3,740+141.2% |
| Admin fee / account holder | $45 | $551-91.9% | $9,309-99.5% | $513-91.3% |