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 | -$3,300 |
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 | $131,175 | $84,487+55.3% | $125,339+4.7% | $66,914+96.0% |
| Participation rate | 80.4% | 76.4%+4.0pp | 82.4%-2.0pp | 69.8%+10.6pp |
| Annual return | -17.00% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,477 | $3,553-2.1% | $4,814-27.8% | $2,544+36.7% |
| Participant deferral / active EE | $9,874 | $6,781+45.6% | $7,446+32.6% | $4,237+133.1% |
| Admin fee / account holder | -$3 | $685-100.4% | $10,010-100.0% | $593-100.4% |