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 9-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 | $468 |
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 | $56,335 | $84,487-33.3% | $125,339-55.1% | $66,914-15.8% |
| Participation rate | 76.2% | 76.4%-0.3pp | 82.4%-6.2pp | 69.8%+6.3pp |
| Annual return | 9.14% | -8.39%+17.5pp | 572.05%-562.9pp | 1.58%+7.6pp |
| Employer contribution / active EE | $4,735 | $3,553+33.3% | $4,814-1.6% | $2,544+86.1% |
| Participant deferral / active EE | $10,861 | $6,781+60.2% | $7,446+45.9% | $4,237+156.3% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |