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 | $906,275 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $147,562 |
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 | $86,114 | $85,590+0.6% | $73,307+17.5% | $69,651+23.6% |
| Participation rate | 95.6% | 78.5%+17.2pp | 74.9%+20.7pp | 66.6%+29.1pp |
| Annual return | 1.50% | 29.41%-27.9pp | 5.67%-4.2pp | 53.77%-52.3pp |
| Employer contribution / active EE | $4,388 | $2,537+73.0% | $3,237+35.6% | $2,241+95.9% |
| Participant deferral / active EE | $5,689 | $5,237+8.6% | $4,991+14.0% | $3,635+56.5% |
| Admin fee / account holder | $67 | $72-7.0% | $5,637-98.8% | $63+5.9% |