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 | $58,256 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,424 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $25,094 |
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 | $85,055 | $45,031+88.9% | $84,966+0.1% | $77,643+9.5% |
| Participation rate | 93.0% | 48.7%+44.3pp | 67.5%+25.5pp | 70.6%+22.4pp |
| Annual return | 20.95% | 79.22%-58.3pp | 66.38%-45.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $5,631 | $1,609+249.9% | $2,727+106.5% | $2,726+106.6% |
| Participant deferral / active EE | $11,958 | $2,807+325.9% | $4,519+164.6% | $4,647+157.3% |
| Admin fee / account holder | $163 | $912-82.1% | $6,149-97.3% | $430-62.1% |