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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.
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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 | $20,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $300,038 | $100,801+197.7% | $149,696+100.4% | $73,409+308.7% |
| Participation rate | 96.5% | 77.7%+18.8pp | 82.5%+14.0pp | 72.2%+24.3pp |
| Annual return | 17.55% | 265.34%-247.8pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,533 | $6,404+64.5% | $6,842+54.0% | $3,805+176.8% |
| Admin fee / account holder | $51 | $181-71.8% | $9,309-99.5% | $158-67.8% |