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 | $1,381 |
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 | $86,892 | $65,435+32.8% | $86,677+0.2% | $66,914+29.9% |
| Participation rate | 89.6% | 75.5%+14.1pp | 76.6%+13.0pp | 69.8%+19.8pp |
| Annual return | -17.40% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,787 | $2,153+29.4% | $2,836-1.8% | $2,544+9.5% |
| Participant deferral / active EE | $4,809 | $4,100+17.3% | $4,656+3.3% | $4,237+13.5% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $593-98.4% |