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 | $6,718 |
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 | $145,326 | $93,182+56.0% | $146,665-0.9% | $79,386+83.1% |
| Participation rate | 92.2% | 76.4%+15.7pp | 80.1%+12.1pp | 70.7%+21.5pp |
| Annual return | 18.05% | 21.61%-3.6pp | 22.74%-4.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $1,538 | $2,420-36.4% | $4,136-62.8% | $2,427-36.6% |
| Participant deferral / active EE | $8,394 | $4,169+101.3% | $5,506+52.5% | $4,046+107.5% |
| Admin fee / account holder | $53 | $585-91.0% | $10,280-99.5% | $626-91.6% |