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 | $19,366 |
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 | $201,225 | $93,571+115.1% | $135,903+48.1% | $75,163+167.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 1.32% | 30.90%-29.6pp | 68.23%-66.9pp | 160.62%-159.3pp |
| Employer contribution / active EE | $2,166 | $3,537-38.7% | $4,856-55.4% | $2,670-18.9% |
| Participant deferral / active EE | $7,183 | $6,404+12.2% | $7,758-7.4% | $4,125+74.1% |
| Admin fee / account holder | $181 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |