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 7-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 | $1,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,671 | $102,317-60.3% | $146,958-72.3% | $80,856-49.7% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 18.71% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5 | $3,713-99.9% | $4,933-99.9% | $2,755-99.8% |
| Participant deferral / active EE | $7,781 | $6,644+17.1% | $8,070-3.6% | $4,296+81.1% |
| Admin fee / account holder | $18 | $7,941-99.8% | $12,998-99.9% | $6,918-99.7% |