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 | $31,527 |
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 | $41,673 | $58,320-28.5% | $86,436-51.8% | $66,914-37.7% |
| Participation rate | 84.7% | 78.6%+6.1pp | 80.3%+4.4pp | 69.8%+14.9pp |
| Annual return | -17.42% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,779 | $2,615-32.0% | $3,769-52.8% | $2,544-30.1% |
| Participant deferral / active EE | $6,515 | $6,899-5.6% | $6,952-6.3% | $4,237+53.8% |
| Admin fee / account holder | $142 | $546-74.0% | $6,731-97.9% | $593-76.1% |