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 | $64,265 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $63,803 |
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 | $75,718 | $95,274-20.5% | $135,903-44.3% | $74,419+1.7% |
| Participation rate | 94.2% | 78.2%+16.1pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 21.55% | 32.77%-11.2pp | 68.23%-46.7pp | 34.38%-12.8pp |
| Employer contribution / active EE | $5,433 | $3,874+40.2% | $4,856+11.9% | $2,637+106.0% |
| Participant deferral / active EE | $14,389 | $7,782+84.9% | $7,758+85.5% | $4,528+217.8% |
| Admin fee / account holder | $162 | $266-39.0% | $10,762-98.5% | $348-53.3% |