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 | $35,510 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,603 |
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 | $52,201 | $80,724-35.3% | $103,333-49.5% | $74,495-29.9% |
| Participation rate | 79.9% | 65.7%+14.2pp | 74.5%+5.4pp | 67.2%+12.7pp |
| Annual return | 87.15% | 27.56%+59.6pp | 24.88%+62.3pp | 1364.94%-1277.8pp |
| Employer contribution / active EE | $1,565 | $3,157-50.4% | $3,868-59.5% | $2,623-40.3% |
| Participant deferral / active EE | $5,164 | $3,860+33.8% | $5,057+2.1% | $4,346+18.8% |
| Admin fee / account holder | $290 | $2,368-87.7% | $8,355-96.5% | $1,942-85.1% |