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 | -$197,105 |
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 | $68,284 | $40,278+69.5% | $80,569-15.2% | $80,160-14.8% |
| Participation rate | 97.7% | 47.5%+50.1pp | 67.0%+30.7pp | 72.9%+24.7pp |
| Annual return | 27.26% | 50.86%-23.6pp | 935.43%-908.2pp | 40.38%-13.1pp |
| Employer contribution / active EE | $2,392 | $1,332+79.5% | $2,723-12.2% | $2,978-19.7% |
| Participant deferral / active EE | $14,690 | $2,696+444.9% | $4,447+230.3% | $5,017+192.8% |
| Admin fee / account holder | -$33 | $210-115.7% | $5,377-100.6% | $145-122.8% |