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 | $69,459 |
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 | $65,347 | $119,446-45.3% | $150,045-56.4% | $85,563-23.6% |
| Participation rate | 95.2% | 75.4%+19.7pp | 82.3%+12.9pp | 66.0%+29.2pp |
| Annual return | 23.62% | 23.72%-0.1pp | 62.55%-38.9pp | 31.51%-7.9pp |
| Employer contribution / active EE | $3,990 | $4,078-2.2% | $4,693-15.0% | $2,654+50.3% |
| Participant deferral / active EE | $10,973 | $7,985+37.4% | $7,997+37.2% | $4,375+150.8% |
| Admin fee / account holder | $104 | $548-81.0% | $13,435-99.2% | $834-87.5% |