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 | $76,633 |
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 | $78,478 | $52,293+50.1% | $178,490-56.0% | $73,409+6.9% |
| Participation rate | 93.9% | 65.3%+28.6pp | 81.9%+12.0pp | 72.2%+21.7pp |
| Annual return | 30.49% | 34.75%-4.3pp | 151.07%-120.6pp | 59.29%-28.8pp |
| Employer contribution / active EE | $9,034 | $1,735+420.6% | $5,011+80.3% | $2,234+304.5% |
| Participant deferral / active EE | $12,673 | $2,332+443.4% | $5,202+143.6% | $3,805+233.0% |
| Admin fee / account holder | $119 | $127-6.8% | $13,984-99.2% | $158-24.9% |