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 | -$41,363 |
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 | $143,560 | $104,317+37.6% | $159,436-10.0% | $86,799+65.4% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.8%+7.4pp | 72.3%+17.9pp |
| Annual return | 22.02% | 26.32%-4.3pp | 263.57%-241.5pp | 97.91%-75.9pp |
| Employer contribution / active EE | $4,951 | $3,451+43.5% | $4,829+2.5% | $2,405+105.8% |
| Participant deferral / active EE | $12,310 | $6,837+80.1% | $7,352+67.4% | $4,131+198.0% |
| Admin fee / account holder | -$32 | $172-118.5% | $10,799-100.3% | $170-118.8% |