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 | $20,525 |
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 | $32,950 | $57,570-42.8% | $121,098-72.8% | $80,160-58.9% |
| Participation rate | 81.9% | 58.8%+23.0pp | 69.5%+12.4pp | 72.9%+8.9pp |
| Annual return | 20.59% | 20.42%+0.2pp | 985.75%-965.2pp | 40.38%-19.8pp |
| Employer contribution / active EE | $1,751 | $2,119-17.4% | $4,164-57.9% | $2,978-41.2% |
| Participant deferral / active EE | $3,500 | $3,092+13.2% | $4,080-14.2% | $5,017-30.2% |
| Admin fee / account holder | $11 | $121-90.9% | $5,644-99.8% | $145-92.4% |