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 | $35,333 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,681 | $72,607-2.7% | $90,749-22.1% | $66,914+5.6% |
| Participation rate | 94.7% | 73.7%+21.1pp | 75.7%+19.0pp | 69.8%+24.9pp |
| Annual return | -19.94% | -12.28%-7.7pp | -12.16%-7.8pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,024 | $2,369-56.8% | $2,921-64.9% | $2,544-59.8% |
| Participant deferral / active EE | $9,854 | $3,977+147.7% | $4,564+115.9% | $4,237+132.6% |
| Admin fee / account holder | $98 | $707-86.2% | $8,445-98.8% | $593-83.5% |