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 | $15,526 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,283 | $102,553+199.6% | $151,611+102.7% | $66,914+359.2% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.5%+3.9pp | 69.8%+21.6pp |
| Annual return | -12.75% | -10.82%-1.9pp | 3.33%-16.1pp | 1.58%-14.3pp |
| Employer contribution / active EE | $9,421 | $4,180+125.4% | $6,166+52.8% | $2,544+270.3% |
| Participant deferral / active EE | $15,333 | $6,641+130.9% | $8,363+83.3% | $4,237+261.9% |
| Admin fee / account holder | $137 | $630-78.2% | $11,616-98.8% | $593-76.9% |