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 | $2,981 |
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 | $71,426 | $86,655-17.6% | $119,609-40.3% | $66,914+6.7% |
| Participation rate | 83.2% | 75.6%+7.6pp | 79.3%+3.9pp | 69.8%+13.4pp |
| Annual return | -18.02% | -8.00%-10.0pp | -14.97%-3.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $784 | $2,536-69.1% | $4,232-81.5% | $2,544-69.2% |
| Participant deferral / active EE | $4,996 | $4,358+14.6% | $5,602-10.8% | $4,237+17.9% |
| Admin fee / account holder | $29 | $755-96.2% | $10,323-99.7% | $593-95.1% |