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 | $43,142 |
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 | $68,379 | $72,254-5.4% | $86,677-21.1% | $64,808+5.5% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.4pp | 71.5%+24.5pp |
| Annual return | -16.67% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,575 | $2,393-34.2% | $2,836-44.5% | $2,506-37.1% |
| Participant deferral / active EE | $4,632 | $4,658-0.5% | $4,656-0.5% | $4,310+7.5% |
| Admin fee / account holder | $88 | $174-49.5% | $7,493-98.8% | $188-53.2% |