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 6-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 | $2,969 |
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 | $24,624 | $91,407-73.1% | $135,903-81.9% | $71,457-65.5% |
| Participation rate | 92.8% | 75.7%+17.2pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 33.52% | 29.90%+3.6pp | 68.23%-34.7pp | 28.85%+4.7pp |
| Employer contribution / active EE | $2,272 | $3,703-38.6% | $4,856-53.2% | $2,588-12.2% |
| Participant deferral / active EE | $6,098 | $7,092-14.0% | $7,758-21.4% | $4,289+42.2% |
| Admin fee / account holder | $19 | $1,266-98.5% | $10,762-99.8% | $1,587-98.8% |