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 7-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 | -$62,425 |
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 | $226,501 | $88,890+154.8% | $102,423+121.1% | $77,643+191.7% |
| Participation rate | 87.0% | 80.9%+6.1pp | 76.5%+10.5pp | 70.6%+16.5pp |
| Annual return | 20.29% | 24.98%-4.7pp | 29.32%-9.0pp | 31.24%-10.9pp |
| Employer contribution / active EE | $6,853 | $2,698+154.0% | $3,023+126.7% | $2,726+151.4% |
| Participant deferral / active EE | $7,763 | $5,145+50.9% | $5,053+53.6% | $4,647+67.1% |
| Admin fee / account holder | -$204 | $235-186.5% | $9,451-102.2% | $430-147.3% |