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 | $72,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,363 | $82,202-70.4% | $125,339-80.6% | $64,808-62.4% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -7.55% | 3.48%-11.0pp | 572.05%-579.6pp | 32.82%-40.4pp |
| Employer contribution / active EE | $2,226 | $3,615-38.4% | $4,814-53.8% | $2,506-11.2% |
| Participant deferral / active EE | $9,303 | $7,175+29.7% | $7,446+24.9% | $4,310+115.8% |
| Admin fee / account holder | $98 | $163-40.1% | $10,010-99.0% | $188-47.9% |