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 | $16,634 |
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 | $43,403 | $88,890-51.2% | $102,423-57.6% | $77,643-44.1% |
| Participation rate | 92.4% | 80.9%+11.5pp | 76.5%+15.9pp | 70.6%+21.9pp |
| Annual return | 14.07% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,452 | $2,698+28.0% | $3,023+14.2% | $2,726+26.7% |
| Participant deferral / active EE | $5,470 | $5,145+6.3% | $5,053+8.3% | $4,647+17.7% |
| Admin fee / account holder | $18 | $235-92.4% | $9,451-99.8% | $430-95.8% |