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 | $13,828 |
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 | $56,360 | $105,181-46.4% | $159,436-64.7% | $85,850-34.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.6pp | 69.3%+16.1pp |
| Annual return | 13.23% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $723 | $3,318-78.2% | $4,829-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $4,174 | $5,945-29.8% | $7,352-43.2% | $3,952+5.6% |
| Admin fee / account holder | $149 | $6,933-97.9% | $10,799-98.6% | $6,260-97.6% |