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 | $6,569 |
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 | $56,101 | $81,908-31.5% | $90,749-38.2% | $64,808-13.4% |
| Participation rate | 76.4% | 80.5%-4.1pp | 75.7%+0.7pp | 71.5%+4.9pp |
| Annual return | -17.25% | -12.53%-4.7pp | -12.16%-5.1pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,157 | $3,065-62.2% | $2,921-60.4% | $2,506-53.8% |
| Participant deferral / active EE | $4,019 | $4,840-17.0% | $4,564-11.9% | $4,310-6.8% |
| Admin fee / account holder | $20 | $157-87.0% | $8,445-99.8% | $188-89.1% |