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 | $9,132 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,221 | $88,634-18.5% | $101,326-28.7% | $74,304-2.8% |
| Participation rate | 91.7% | 76.9%+14.9pp | 81.5%+10.2pp | 60.3%+31.4pp |
| Annual return | 30.96% | 33.10%-2.1pp | 36.82%-5.9pp | 29.43%+1.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $17,210 | $7,322+135.0% | $7,994+115.3% | $3,767+356.8% |
| Admin fee / account holder | $38 | $2,425-98.4% | $11,185-99.7% | $2,969-98.7% |