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 | $146,188 |
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 | $102,058 | $122,186-16.5% | $146,958-30.6% | $199,593-48.9% |
| Participation rate | 82.6% | 78.3%+4.4pp | 82.2%+0.5pp | 72.0%+10.7pp |
| Annual return | 20.68% | 30.56%-9.9pp | 418.34%-397.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $6,135 | $4,093+49.9% | $4,933+24.4% | $3,034+102.2% |
| Participant deferral / active EE | $15,349 | $8,502+80.5% | $8,070+90.2% | $5,087+201.8% |
| Admin fee / account holder | $80 | $179-55.4% | $12,998-99.4% | $269-70.3% |