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 8-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 | $3,469 |
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 | $142,061 | $104,919+35.4% | $116,228+22.2% | $85,563+66.0% |
| Participation rate | 95.6% | 78.6%+17.0pp | 74.6%+21.1pp | 66.0%+29.7pp |
| Annual return | 39.48% | 15.38%+24.1pp | 90.06%-50.6pp | 31.51%+8.0pp |
| Employer contribution / active EE | $9,144 | $3,485+162.3% | $2,994+205.4% | $2,654+244.6% |
| Participant deferral / active EE | $20,088 | $5,306+278.6% | $4,953+305.6% | $4,375+359.1% |
| Admin fee / account holder | $6 | $429-98.6% | $11,989-99.9% | $834-99.3% |