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 | -$6,148 |
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 | $473,703 | $55,415+754.8% | $155,509+204.6% | $74,495+535.9% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.7pp | 67.2%+25.7pp |
| Annual return | 16.45% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $22,778 | $2,267+904.7% | $4,672+387.5% | $2,623+768.4% |
| Participant deferral / active EE | $21,470 | $2,836+657.1% | $5,626+281.6% | $4,346+394.1% |
| Admin fee / account holder | -$9 | $1,738-100.5% | $15,912-100.1% | $1,942-100.5% |