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 | -$78,247 |
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 | $202,418 | $88,890+127.7% | $102,423+97.6% | $77,643+160.7% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 20.93% | 24.98%-4.1pp | 29.32%-8.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $7,522 | $2,698+178.9% | $3,023+148.8% | $2,726+176.0% |
| Participant deferral / active EE | $16,147 | $5,145+213.8% | $5,053+219.6% | $4,647+247.4% |
| Admin fee / account holder | $228 | $235-3.0% | $9,451-97.6% | $430-47.0% |