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 6-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 | $6,765 |
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 | $25,152 | $48,265-47.9% | $68,791-63.4% | $68,494-63.3% |
| Participation rate | 83.9% | 60.7%+23.2pp | 69.0%+14.9pp | 67.9%+16.0pp |
| Annual return | -15.11% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,580 | $1,829+41.1% | $2,655-2.8% | $2,596-0.6% |
| Participant deferral / active EE | $4,785 | $2,867+66.9% | $3,941+21.4% | $4,027+18.8% |
| Admin fee / account holder | $63 | $4,355-98.6% | $4,932-98.7% | $5,403-98.8% |