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 | $3,038 |
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 | $171,428 | $80,724+112.4% | $103,333+65.9% | $74,495+130.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.00% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $11,385 | $3,157+260.6% | $3,868+194.3% | $2,623+334.0% |
| Participant deferral / active EE | $12,187 | $3,860+215.7% | $5,057+141.0% | $4,346+180.4% |
| Admin fee / account holder | $17 | $2,368-99.3% | $8,355-99.8% | $1,942-99.1% |