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 | $6,838 |
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 | $119,542 | $69,477+72.1% | $94,646+26.3% | $71,457+67.3% |
| Participation rate | 81.0% | 78.4%+2.6pp | 80.8%+0.2pp | 67.9%+13.1pp |
| Annual return | 18.99% | 29.66%-10.7pp | 156.71%-137.7pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,745 | $2,853+66.3% | $3,672+29.2% | $2,588+83.4% |
| Participant deferral / active EE | $10,522 | $7,345+43.3% | $7,418+41.8% | $4,289+145.3% |
| Admin fee / account holder | $40 | $1,210-96.7% | $7,231-99.5% | $1,587-97.5% |