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 | $1,625 |
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 | $87,591 | $76,050+15.2% | $96,544-9.3% | $71,457+22.6% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.2pp | 67.9%+27.2pp |
| Annual return | 29.84% | 22.81%+7.0pp | 25.84%+4.0pp | 28.85%+1.0pp |
| Employer contribution / active EE | $8,511 | $2,244+279.2% | $2,965+187.0% | $2,588+228.9% |
| Participant deferral / active EE | $16,051 | $4,215+280.8% | $4,851+230.9% | $4,289+274.3% |
| Admin fee / account holder | $38 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |