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 | $31,902 |
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 | $45,163 | $89,808-49.7% | $100,391-55.0% | $77,643-41.8% |
| Participation rate | 98.8% | 81.2%+17.6pp | 81.5%+17.3pp | 70.6%+28.2pp |
| Annual return | 24.91% | 20.62%+4.3pp | 49.20%-24.3pp | 31.24%-6.3pp |
| Employer contribution / active EE | $1,279 | $3,039-57.9% | $3,942-67.6% | $2,726-53.1% |
| Participant deferral / active EE | $9,590 | $8,284+15.8% | $8,082+18.7% | $4,647+106.4% |
| Admin fee / account holder | $60 | $174-65.7% | $7,899-99.2% | $430-86.1% |