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 4-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 | -$53,326 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $233,063 | $95,388+144.3% | $125,339+85.9% | $77,904+199.2% |
| Participation rate | 87.8% | 78.6%+9.1pp | 82.4%+5.4pp | 73.7%+14.1pp |
| Annual return | -20.12% | 116.19%-136.3pp | 572.05%-592.2pp | 12.21%-32.3pp |
| Employer contribution / active EE | $10,027 | $3,666+173.5% | $4,814+108.3% | $2,848+252.1% |
| Participant deferral / active EE | $11,892 | $7,711+54.2% | $7,446+59.7% | $4,806+147.4% |
| Admin fee / account holder | -$26 | $119-121.8% | $10,010-100.3% | $133-119.6% |