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 6-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 | $169,955 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,497 |
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 | $31,697 | $53,136-40.3% | $155,509-79.6% | $199,593-84.1% |
| Participation rate | 80.7% | 64.1%+16.6pp | 78.2%+2.5pp | 72.0%+8.7pp |
| Annual return | 26.27% | 41.15%-14.9pp | 64.67%-38.4pp | 34.25%-8.0pp |
| Employer contribution / active EE | $2,075 | $1,851+12.1% | $4,672-55.6% | $3,034-31.6% |
| Participant deferral / active EE | $5,104 | $3,161+61.5% | $5,626-9.3% | $5,087+0.3% |
| Admin fee / account holder | $130 | $185-30.1% | $15,912-99.2% | $269-51.8% |