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 | $23,317 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,247 |
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 | $57,628 | $86,944-33.7% | $107,525-46.4% | $74,304-22.4% |
| Participation rate | 73.9% | 59.6%+14.4pp | 75.1%-1.1pp | 60.3%+13.6pp |
| Annual return | 48.95% | 23.52%+25.4pp | 181.32%-132.4pp | 29.43%+19.5pp |
| Employer contribution / active EE | $1,441 | $2,757-47.7% | $3,754-61.6% | $2,241-35.7% |
| Participant deferral / active EE | $5,559 | $3,554+56.4% | $5,116+8.7% | $3,767+47.6% |
| Admin fee / account holder | $252 | $3,727-93.2% | $8,919-97.2% | $2,969-91.5% |