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 | $60,066 |
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 | $56,920 | $130,141-56.3% | $86,677-34.3% | $77,904-26.9% |
| Participation rate | 83.1% | 85.9%-2.8pp | 76.6%+6.5pp | 73.7%+9.4pp |
| Annual return | -15.65% | -12.75%-2.9pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,898 | $3,220-41.1% | $2,836-33.1% | $2,848-33.4% |
| Participant deferral / active EE | $6,528 | $5,757+13.4% | $4,656+40.2% | $4,806+35.8% |
| Admin fee / account holder | $38 | $132-71.1% | $7,493-99.5% | $133-71.3% |