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 55 · EIN 35-2552359 | Other Commissions | $16,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
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 | $41,065 | $76,050-46.0% | $96,544-57.5% | $71,457-42.5% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 15.66% | 22.81%-7.1pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,077 | $2,244-52.0% | $2,965-63.7% | $2,588-58.4% |
| Participant deferral / active EE | $3,306 | $4,215-21.6% | $4,851-31.8% | $4,289-22.9% |
| Admin fee / account holder | $13 | $2,707-99.5% | $8,252-99.8% | $1,587-99.2% |