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 | $10,358 |
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 | $150,737 | $76,050+98.2% | $96,544+56.1% | $71,457+110.9% |
| Participation rate | 95.2% | 74.4%+20.8pp | 76.0%+19.2pp | 67.9%+27.3pp |
| Annual return | 23.29% | 22.81%+0.5pp | 25.84%-2.5pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,482 | $2,244+55.2% | $2,965+17.5% | $2,588+34.6% |
| Participant deferral / active EE | $7,045 | $4,215+67.1% | $4,851+45.2% | $4,289+64.3% |
| Admin fee / account holder | $69 | $2,707-97.5% | $8,252-99.2% | $1,587-95.7% |