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 6-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 | $40,616 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,301 |
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 | $122,003 | $79,013+54.4% | $100,391+21.5% | $74,495+63.8% |
| Participation rate | 96.3% | 79.5%+16.8pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 20.61% | 20.41%+0.2pp | 49.20%-28.6pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $5,501 | $3,021+82.1% | $3,942+39.6% | $2,623+109.7% |
| Participant deferral / active EE | $12,738 | $7,760+64.1% | $8,082+57.6% | $4,346+193.1% |
| Admin fee / account holder | $287 | $1,320-78.3% | $7,899-96.4% | $1,942-85.2% |