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 5-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 | $82,212 |
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 | $61,593 | $113,699-45.8% | $70,449-12.6% | $93,223-33.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 75.1%-1.8pp | 74.9%-1.6pp |
| Annual return | 0.00% | 14.93%-14.9pp | 109.03%-109.0pp | 19.29%-19.3pp |
| Employer contribution / active EE | $1,539 | $3,991-61.4% | $2,737-43.7% | $2,680-42.5% |
| Participant deferral / active EE | $3,930 | $4,485-12.4% | $3,709+6.0% | $4,563-13.9% |
| Admin fee / account holder | $15 | $40-62.0% | $3,845-99.6% | $79-80.6% |