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 | $74,552 |
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 | $59,123 | $79,519-25.6% | $95,952-38.4% | $73,409-19.5% |
| Participation rate | 94.3% | 81.2%+13.1pp | 77.1%+17.2pp | 72.2%+22.1pp |
| Annual return | 15.98% | 19.20%-3.2pp | 91.61%-75.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,891 | $2,048+41.2% | $2,541+13.8% | $2,234+29.4% |
| Participant deferral / active EE | $4,754 | $4,138+14.9% | $4,167+14.1% | $3,805+24.9% |
| Admin fee / account holder | $121 | $184-34.6% | $6,795-98.2% | $158-23.6% |