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 | $2,381 |
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 | $98,782 | $65,435+51.0% | $86,677+14.0% | $66,914+47.6% |
| Participation rate | 95.6% | 75.5%+20.2pp | 76.6%+19.0pp | 69.8%+25.8pp |
| Annual return | -15.25% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,987 | $2,153+38.7% | $2,836+5.3% | $2,544+17.4% |
| Participant deferral / active EE | $6,859 | $4,100+67.3% | $4,656+47.3% | $4,237+61.9% |
| Admin fee / account holder | $15 | $642-97.7% | $7,493-99.8% | $593-97.5% |