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 7-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 | $165,636 |
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 | $70,154 | $122,693-42.8% | $184,203-61.9% | $199,593-64.9% |
| Participation rate | 85.1% | 86.8%-1.7pp | 86.8%-1.7pp | 72.0%+13.1pp |
| Annual return | 19.77% | 143.91%-124.1pp | 28.81%-9.0pp | 34.25%-14.5pp |
| Employer contribution / active EE | $4,937 | $4,584+7.7% | $6,427-23.2% | $3,034+62.7% |
| Participant deferral / active EE | $7,919 | $7,990-0.9% | $9,131-13.3% | $5,087+55.7% |
| Admin fee / account holder | $96 | $121-20.1% | $13,901-99.3% | $269-64.2% |