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 8-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 | $17,128 |
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 | $103,686 | $93,571+10.8% | $135,903-23.7% | $75,163+37.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.29% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $10,941 | $3,537+209.4% | $4,856+125.3% | $2,670+309.8% |
| Participant deferral / active EE | $25,746 | $6,404+302.0% | $7,758+231.9% | $4,125+524.1% |
| Admin fee / account holder | $124 | $6,975-98.2% | $10,762-98.8% | $5,651-97.8% |