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 | $135,715 |
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 | $104,050 | $103,918+0.1% | $94,646+9.9% | $80,160+29.8% |
| Participation rate | 93.5% | 85.8%+7.7pp | 80.8%+12.7pp | 72.9%+20.6pp |
| Annual return | 31.44% | 27.77%+3.7pp | 156.71%-125.3pp | 40.38%-8.9pp |
| Employer contribution / active EE | $6,307 | $3,539+78.2% | $3,672+71.7% | $2,978+111.8% |
| Participant deferral / active EE | $17,590 | $9,528+84.6% | $7,418+137.1% | $5,017+250.6% |
| Admin fee / account holder | $26 | $96-72.7% | $7,231-99.6% | $145-81.9% |