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 | $60,846 |
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 | $97,602 | $129,021-24.4% | $184,203-47.0% | $77,643+25.7% |
| Participation rate | 90.2% | 87.3%+2.9pp | 86.8%+3.4pp | 70.6%+19.6pp |
| Annual return | 14.17% | 33.27%-19.1pp | 28.81%-14.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,934 | $4,413-56.2% | $6,427-69.9% | $2,726-29.0% |
| Participant deferral / active EE | $6,906 | $7,297-5.4% | $9,131-24.4% | $4,647+48.6% |
| Admin fee / account holder | $137 | $254-45.9% | $13,901-99.0% | $430-68.1% |