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 8-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 | $51,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,958 | $118,337-78.1% | $189,513-86.3% | $93,030-72.1% |
| Participation rate | 89.0% | 89.1%-0.1pp | 87.8%+1.2pp | 73.9%+15.1pp |
| Annual return | 22.15% | 21.77%+0.4pp | 555.15%-533.0pp | 158.70%-136.5pp |
| Employer contribution / active EE | $1,626 | $4,204-61.3% | $6,162-73.6% | $2,706-39.9% |
| Participant deferral / active EE | $6,508 | $7,123-8.6% | $8,221-20.8% | $4,562+42.6% |
| Admin fee / account holder | $16 | $100-83.5% | $12,045-99.9% | $152-89.1% |