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 | $7,755 |
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 | $46,767 | $76,050-38.5% | $96,544-51.6% | $71,457-34.6% |
| Participation rate | 78.1% | 74.4%+3.7pp | 76.0%+2.2pp | 67.9%+10.2pp |
| Annual return | 17.79% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,909 | $2,244-14.9% | $2,965-35.6% | $2,588-26.2% |
| Participant deferral / active EE | $2,110 | $4,215-49.9% | $4,851-56.5% | $4,289-50.8% |
| Admin fee / account holder | $54 | $2,707-98.0% | $8,252-99.3% | $1,587-96.6% |