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 | $2,938 |
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 | $72,396 | $81,908-11.6% | $90,749-20.2% | $64,808+11.7% |
| Participation rate | 91.7% | 80.5%+11.2pp | 75.7%+16.0pp | 71.5%+20.2pp |
| Annual return | -14.01% | -12.53%-1.5pp | -12.16%-1.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $8,347 | $3,065+172.3% | $2,921+185.8% | $2,506+233.1% |
| Participant deferral / active EE | $17,583 | $4,840+263.3% | $4,564+285.2% | $4,310+307.9% |
| Admin fee / account holder | $7 | $157-95.5% | $8,445-99.9% | $188-96.2% |