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 | -$1,312 |
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 | $176,859 | $61,156+189.2% | $185,823-4.8% | $79,386+122.8% |
| Participation rate | 95.0% | 66.6%+28.4pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 13.33% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $5,907 | $2,321+154.5% | $5,167+14.3% | $2,427+143.3% |
| Participant deferral / active EE | $5,848 | $2,789+109.7% | $5,568+5.0% | $4,046+44.5% |
| Admin fee / account holder | -$4 | $710-100.6% | $16,237-100.0% | $626-100.7% |