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 | $8,188 |
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 | $83,784 | $86,225-2.8% | $146,665-42.9% | $86,799-3.5% |
| Participation rate | 85.8% | 78.0%+7.8pp | 80.1%+5.7pp | 72.3%+13.5pp |
| Annual return | 17.01% | 31.23%-14.2pp | 22.74%-5.7pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,250 | $2,392-47.8% | $4,136-69.8% | $2,405-48.0% |
| Participant deferral / active EE | $3,311 | $4,245-22.0% | $5,506-39.9% | $4,131-19.9% |
| Admin fee / account holder | $17 | $195-91.1% | $10,280-99.8% | $170-89.8% |