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 8-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 | $2,956 |
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 | $143,504 | $79,428+80.7% | $106,548+34.7% | $79,386+80.8% |
| Participation rate | 98.6% | 74.1%+24.5pp | 76.1%+22.5pp | 70.7%+27.9pp |
| Annual return | 15.14% | 18.27%-3.1pp | 26.80%-11.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $7,739 | $2,234+246.4% | $2,819+174.6% | $2,427+218.8% |
| Participant deferral / active EE | $11,346 | $3,823+196.8% | $4,398+158.0% | $4,046+180.5% |
| Admin fee / account holder | $18 | $523-96.6% | $7,407-99.8% | $626-97.2% |