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 | $63,426 |
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 | $58,411 | $104,475-44.1% | $159,436-63.4% | $79,386-26.4% |
| Participation rate | 89.1% | 76.6%+12.5pp | 82.8%+6.3pp | 70.7%+18.4pp |
| Annual return | 18.35% | 67.95%-49.6pp | 263.57%-245.2pp | 116.85%-98.5pp |
| Employer contribution / active EE | $3,704 | $3,417+8.4% | $4,829-23.3% | $2,427+52.6% |
| Participant deferral / active EE | $8,120 | $6,467+25.5% | $7,352+10.4% | $4,046+100.7% |
| Admin fee / account holder | $184 | $711-74.1% | $10,799-98.3% | $626-70.6% |