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 | $22,618 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $20,548 |
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 | $54,694 | $95,274-42.6% | $135,903-59.8% | $74,419-26.5% |
| Participation rate | 90.0% | 78.2%+11.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 66.97% | 32.77%+34.2pp | 68.23%-1.3pp | 34.38%+32.6pp |
| Employer contribution / active EE | $5,216 | $3,874+34.6% | $4,856+7.4% | $2,637+97.8% |
| Participant deferral / active EE | $11,699 | $7,782+50.3% | $7,758+50.8% | $4,528+158.4% |
| Admin fee / account holder | $175 | $266-34.3% | $10,762-98.4% | $348-49.7% |