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 | $17,968 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,410 | $104,317+239.7% | $159,436+122.3% | $86,799+308.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 17.28% | 26.32%-9.0pp | 263.57%-246.3pp | 97.91%-80.6pp |
| Employer contribution / active EE | $11,414 | $3,451+230.8% | $4,829+136.3% | $2,405+374.5% |
| Participant deferral / active EE | $12,317 | $6,837+80.2% | $7,352+67.5% | $4,131+198.2% |
| Admin fee / account holder | $32 | $172-81.6% | $10,799-99.7% | $170-81.3% |