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 | -$86,999 |
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 | $108,461 | $95,274+13.8% | $135,903-20.2% | $74,419+45.7% |
| Participation rate | 85.4% | 78.2%+7.2pp | 81.9%+3.5pp | 70.7%+14.7pp |
| Annual return | 26.29% | 32.77%-6.5pp | 68.23%-41.9pp | 34.38%-8.1pp |
| Employer contribution / active EE | $2,799 | $3,874-27.7% | $4,856-42.4% | $2,637+6.1% |
| Participant deferral / active EE | $7,363 | $7,782-5.4% | $7,758-5.1% | $4,528+62.6% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |