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 | -$53,693 |
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 | $163,876 | $72,994+124.5% | $120,354+36.2% | $77,643+111.1% |
| Participation rate | 98.8% | 55.2%+43.6pp | 71.9%+26.9pp | 70.6%+28.2pp |
| Annual return | 16.73% | 18.23%-1.5pp | 107.15%-90.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $5,932 | $1,793+230.9% | $3,463+71.3% | $2,726+117.6% |
| Participant deferral / active EE | $9,064 | $3,011+201.1% | $4,991+81.6% | $4,647+95.0% |
| Admin fee / account holder | -$54 | $658-108.2% | $9,423-100.6% | $430-112.5% |