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 | $46,041 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,145 |
Employer contribution per participant 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 | $55,836 | $84,936-34.3% | $111,297-49.8% | $79,386-29.7% |
| Participation rate | 88.2% | 75.9%+12.4pp | 77.3%+10.9pp | 70.7%+17.5pp |
| Annual return | 11.91% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $224 | $1,979-88.7% | $2,731-91.8% | $2,427-90.8% |
| Participant deferral / active EE | $4,771 | $3,888+22.7% | $4,487+6.3% | $4,046+17.9% |
| Admin fee / account holder | $246 | $537-54.2% | $7,964-96.9% | $626-60.7% |