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 9-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 | $16,075 |
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 | $27,287 | $81,357-66.5% | $75,972-64.1% | $199,593-86.3% |
| Participation rate | 84.1% | 69.9%+14.2pp | 69.1%+15.0pp | 72.0%+12.1pp |
| Annual return | 19.92% | 16.32%+3.6pp | 359.55%-339.6pp | 34.25%-14.3pp |
| Employer contribution / active EE | $1,536 | $3,341-54.0% | $2,685-42.8% | $3,034-49.4% |
| Participant deferral / active EE | $5,371 | $4,710+14.0% | $4,255+26.2% | $5,087+5.6% |
| Admin fee / account holder | $10 | $144-93.1% | $6,467-99.8% | $269-96.3% |