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 3-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 | -$37,143 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,659 | $131,799+129.6% | $200,582+50.9% | $85,563+253.7% |
| Participation rate | 95.3% | 87.9%+7.4pp | 86.9%+8.5pp | 66.0%+29.4pp |
| Annual return | 16.72% | 21.59%-4.9pp | 42.33%-25.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $9,290 | $4,532+105.0% | $6,419+44.7% | $2,654+250.1% |
| Participant deferral / active EE | $21,289 | $7,702+176.4% | $9,331+128.2% | $4,375+386.6% |
| Admin fee / account holder | $7 | $235-97.0% | $16,305-100.0% | $834-99.1% |