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 | $1,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,736 | $104,475-67.7% | $159,436-78.8% | $79,386-57.5% |
| Participation rate | 86.8% | 76.6%+10.2pp | 82.8%+4.0pp | 70.7%+16.1pp |
| Annual return | 28.96% | 67.95%-39.0pp | 263.57%-234.6pp | 116.85%-87.9pp |
| Employer contribution / active EE | $3 | $3,417-99.9% | $4,829-99.9% | $2,427-99.9% |
| Participant deferral / active EE | $12,552 | $6,467+94.1% | $7,352+70.7% | $4,046+210.3% |
| Admin fee / account holder | $21 | $711-97.0% | $10,799-99.8% | $626-96.6% |