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 | $29,296 |
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 | $61,492 | $88,890-30.8% | $102,423-40.0% | $77,643-20.8% |
| Participation rate | 85.5% | 80.9%+4.6pp | 76.5%+9.0pp | 70.6%+14.9pp |
| Annual return | 12.60% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,635 | $2,698-39.4% | $3,023-45.9% | $2,726-40.0% |
| Participant deferral / active EE | $4,836 | $5,145-6.0% | $5,053-4.3% | $4,647+4.1% |
| Admin fee / account holder | $132 | $235-44.1% | $9,451-98.6% | $430-69.4% |