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 4-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 | $19,541 |
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 | $26,934 | $82,202-67.2% | $125,339-78.5% | $64,808-58.4% |
| Participation rate | 75.5% | 77.9%-2.4pp | 82.4%-6.9pp | 71.5%+4.1pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,530 | $3,615-30.0% | $4,814-47.4% | $2,506+0.9% |
| Participant deferral / active EE | $8,265 | $7,175+15.2% | $7,446+11.0% | $4,310+91.7% |
| Admin fee / account holder | $47 | $163-71.0% | $10,010-99.5% | $188-74.8% |