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 | $1,350 |
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 | $194,528 | $101,317+92.0% | $146,958+32.4% | $74,495+161.1% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 15.56% | 8730.91%-8715.3pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $11,991 | $3,810+214.7% | $4,933+143.1% | $2,623+357.2% |
| Participant deferral / active EE | $23,711 | $7,303+224.7% | $8,070+193.8% | $4,346+445.6% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |