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 | $13,699 |
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 | $217,214 | $102,317+112.3% | $146,958+47.8% | $80,856+168.6% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 16.00% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,038 | $3,713-45.1% | $4,933-58.7% | $2,755-26.0% |
| Participant deferral / active EE | $6,050 | $6,644-8.9% | $8,070-25.0% | $4,296+40.8% |
| Admin fee / account holder | $128 | $7,941-98.4% | $12,998-99.0% | $6,918-98.1% |