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 | $148,491 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $110,211 |
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 | $96,454 | $120,450-19.9% | $159,436-39.5% | $93,030+3.7% |
| Participation rate | 89.2% | 78.0%+11.2pp | 82.8%+6.4pp | 73.9%+15.3pp |
| Annual return | 94.22% | 27.11%+67.1pp | 263.57%-169.3pp | 158.70%-64.5pp |
| Employer contribution / active EE | $2,768 | $3,526-21.5% | $4,829-42.7% | $2,706+2.3% |
| Participant deferral / active EE | $13,485 | $7,283+85.1% | $7,352+83.4% | $4,562+195.6% |
| Admin fee / account holder | $126 | $137-7.6% | $10,799-98.8% | $152-16.7% |