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 | $72,481 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $46,293 |
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 | $66,458 | $106,028-37.3% | $146,958-54.8% | $77,643-14.4% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.2pp | 70.6%+21.7pp |
| Annual return | 23.81% | 56.73%-32.9pp | 418.34%-394.5pp | 31.24%-7.4pp |
| Employer contribution / active EE | $5,563 | $4,063+36.9% | $4,933+12.8% | $2,726+104.1% |
| Participant deferral / active EE | $11,615 | $7,990+45.4% | $8,070+43.9% | $4,647+149.9% |
| Admin fee / account holder | $131 | $337-61.3% | $12,998-99.0% | $430-69.7% |