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 | $30,024 |
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 | $57,560 | $185,342-68.9% | $111,297-48.3% | $86,799-33.7% |
| Participation rate | 93.8% | 81.0%+12.8pp | 77.3%+16.5pp | 72.3%+21.5pp |
| Annual return | 14.32% | 500.80%-486.5pp | 54.65%-40.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $2,197 | $2,246-2.2% | $2,731-19.6% | $2,405-8.7% |
| Participant deferral / active EE | $5,163 | $4,458+15.8% | $4,487+15.1% | $4,131+25.0% |
| Admin fee / account holder | $58 | $255-77.5% | $7,964-99.3% | $170-66.1% |