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 | $1,958 |
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 | $62,197 | $136,307-54.4% | $177,821-65.0% | $73,488-15.4% |
| Participation rate | 86.4% | 86.1%+0.3pp | 87.7%-1.3pp | 70.7%+15.8pp |
| Annual return | 15.71% | 18.68%-3.0pp | 48.32%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $3,026 | $3,712-18.5% | $5,918-48.9% | $2,270+33.3% |
| Participant deferral / active EE | $5,133 | $5,829-11.9% | $7,714-33.5% | $3,740+37.3% |
| Admin fee / account holder | $10 | $596-98.4% | $12,427-99.9% | $513-98.1% |