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 | $7,516 |
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 | $150,380 | $99,957+50.4% | $149,696+0.5% | $73,488+104.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 26.41% | 53.87%-27.5pp | 276.60%-250.2pp | 28.51%-2.1pp |
| Employer contribution / active EE | $7,743 | $3,191+142.6% | $4,644+66.7% | $2,270+241.1% |
| Participant deferral / active EE | $13,971 | $6,073+130.1% | $6,842+104.2% | $3,740+273.6% |
| Admin fee / account holder | $241 | $551-56.2% | $9,309-97.4% | $513-53.0% |