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 8-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 | $11,772 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,881 | $89,282-64.3% | $94,646-66.3% | $74,419-57.2% |
| Participation rate | 99.0% | 82.4%+16.6pp | 80.8%+18.2pp | 70.7%+28.3pp |
| Annual return | 29.97% | 25.96%+4.0pp | 156.71%-126.7pp | 34.38%-4.4pp |
| Employer contribution / active EE | $1,326 | $3,022-56.1% | $3,672-63.9% | $2,637-49.7% |
| Participant deferral / active EE | $9,418 | $8,425+11.8% | $7,418+27.0% | $4,528+108.0% |
| Admin fee / account holder | $21 | $219-90.4% | $7,231-99.7% | $348-93.9% |