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 | $98,753 |
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 | $375,473 | $120,450+211.7% | $159,436+135.5% | $93,030+303.6% |
| Participation rate | 87.1% | 78.0%+9.1pp | 82.8%+4.3pp | 73.9%+13.2pp |
| Annual return | 16.14% | 27.11%-11.0pp | 263.57%-247.4pp | 158.70%-142.6pp |
| Employer contribution / active EE | $9,025 | $3,526+156.0% | $4,829+86.9% | $2,706+233.6% |
| Participant deferral / active EE | $12,254 | $7,283+68.2% | $7,352+66.7% | $4,562+168.6% |
| Admin fee / account holder | $48 | $137-64.7% | $10,799-99.6% | $152-68.2% |