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 | $245,244 |
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 | $97,984 | $119,627-18.1% | $146,958-33.3% | $99,062-1.1% |
| Participation rate | 96.9% | 73.4%+23.5pp | 82.2%+14.7pp | 71.6%+25.3pp |
| Annual return | 25.77% | 28.82%-3.1pp | 418.34%-392.6pp | 17.66%+8.1pp |
| Employer contribution / active EE | $2,083 | $4,153-49.8% | $4,933-57.8% | $3,262-36.1% |
| Participant deferral / active EE | $24,311 | $7,997+204.0% | $8,070+201.3% | $5,331+356.0% |
| Admin fee / account holder | $33 | $150-77.8% | $12,998-99.7% | $109-69.5% |