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 | $8,921 |
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 | $140,091 | $95,274+47.0% | $135,903+3.1% | $74,419+88.2% |
| Participation rate | 89.1% | 78.2%+10.9pp | 81.9%+7.2pp | 70.7%+18.4pp |
| Annual return | 23.32% | 32.77%-9.4pp | 68.23%-44.9pp | 34.38%-11.1pp |
| Employer contribution / active EE | $7,009 | $3,874+80.9% | $4,856+44.3% | $2,637+165.7% |
| Participant deferral / active EE | $23,244 | $7,782+198.7% | $7,758+199.6% | $4,528+413.3% |
| Admin fee / account holder | $21 | $266-92.1% | $10,762-99.8% | $348-94.0% |