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 | $11,503 |
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 | $43,127 | $82,202-47.5% | $125,339-65.6% | $64,808-33.5% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.5pp |
| Annual return | -12.67% | 3.48%-16.1pp | 572.05%-584.7pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,389 | $3,615-33.9% | $4,814-50.4% | $2,506-4.6% |
| Participant deferral / active EE | $14,337 | $7,175+99.8% | $7,446+92.5% | $4,310+232.6% |
| Admin fee / account holder | $15 | $163-90.9% | $10,010-99.9% | $188-92.1% |