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 6-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 | $340,816 |
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 | $104,052 | $145,516-28.5% | $184,203-43.5% | $99,062+5.0% |
| Participation rate | 93.8% | 90.3%+3.5pp | 86.8%+7.0pp | 71.6%+22.2pp |
| Annual return | 14.56% | 21.23%-6.7pp | 28.81%-14.3pp | 17.66%-3.1pp |
| Employer contribution / active EE | $3,197 | $5,354-40.3% | $6,427-50.2% | $3,262-2.0% |
| Participant deferral / active EE | $6,512 | $8,423-22.7% | $9,131-28.7% | $5,331+22.1% |
| Admin fee / account holder | $56 | $78-27.4% | $13,901-99.6% | $109-48.2% |