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 | $20,014 |
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 | $48,988 | $74,462-34.2% | $81,983-40.2% | $90,288-45.7% |
| Participation rate | 97.0% | 69.7%+27.3pp | 69.2%+27.7pp | 73.4%+23.6pp |
| Annual return | 24.13% | 17.56%+6.6pp | 41.31%-17.2pp | 53.97%-29.8pp |
| Employer contribution / active EE | $1,615 | $2,334-30.8% | $2,498-35.3% | $2,524-36.0% |
| Participant deferral / active EE | $4,793 | $3,602+33.0% | $3,722+28.8% | $4,232+13.2% |
| Admin fee / account holder | $9 | $98-90.9% | $5,664-99.8% | $114-92.2% |