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 9-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 | $65,029 |
BENNETT THRASHER LLP2 years Filed as: BENNETT TRASHER LLP Service code 10 · EIN 58-1673613 | Accounting | $16,275 |
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 | $75,576 | $101,317-25.4% | $146,958-48.6% | $74,495+1.5% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.2%+6.5pp | 67.2%+21.4pp |
| Annual return | 15.69% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,139 | $3,810-17.6% | $4,933-36.4% | $2,623+19.7% |
| Participant deferral / active EE | $11,908 | $7,303+63.1% | $8,070+47.6% | $4,346+174.0% |
| Admin fee / account holder | $227 | $1,739-86.9% | $12,998-98.3% | $1,942-88.3% |