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 | -$32,784 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,061 | $98,727+160.4% | $113,168+127.2% | $85,563+200.4% |
| Participation rate | 96.8% | 80.8%+16.0pp | 76.6%+20.2pp | 66.0%+30.8pp |
| Annual return | 16.47% | 17.43%-1.0pp | 24.27%-7.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $7,424 | $2,907+155.4% | $2,975+149.5% | $2,654+179.8% |
| Participant deferral / active EE | $15,591 | $5,424+187.4% | $5,107+205.3% | $4,375+256.4% |
| Admin fee / account holder | $192 | $357-46.1% | $12,068-98.4% | $834-77.0% |