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 | $6,500 |
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 | $51,100 | $44,642+14.5% | $91,220-44.0% | $66,914-23.6% |
| Participation rate | 78.5% | 64.9%+13.6pp | 73.2%+5.3pp | 69.8%+8.7pp |
| Annual return | -17.73% | -12.29%-5.4pp | 114.01%-131.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $590 | $1,706-65.4% | $2,850-79.3% | $2,544-76.8% |
| Participant deferral / active EE | $2,457 | $3,349-26.6% | $4,234-42.0% | $4,237-42.0% |
| Admin fee / account holder | $52 | $521-90.0% | $5,420-99.0% | $593-91.2% |