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 | $156,279 |
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 | $116,511 | $119,446-2.5% | $150,045-22.3% | $85,563+36.2% |
| Participation rate | 95.8% | 75.4%+20.4pp | 82.3%+13.5pp | 66.0%+29.9pp |
| Annual return | 22.76% | 23.72%-1.0pp | 62.55%-39.8pp | 31.51%-8.8pp |
| Employer contribution / active EE | $2,293 | $4,078-43.8% | $4,693-51.1% | $2,654-13.6% |
| Participant deferral / active EE | $22,568 | $7,985+182.6% | $7,997+182.2% | $4,375+415.8% |
| Admin fee / account holder | $124 | $548-77.3% | $13,435-99.1% | $834-85.1% |