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 5-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 | $1,367 |
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 | $100,244 | $106,028-5.5% | $146,958-31.8% | $77,643+29.1% |
| Participation rate | 85.1% | 78.4%+6.8pp | 82.2%+3.0pp | 70.6%+14.6pp |
| Annual return | 19.18% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $4,135 | $4,063+1.8% | $4,933-16.2% | $2,726+51.7% |
| Participant deferral / active EE | $9,684 | $7,990+21.2% | $8,070+20.0% | $4,647+108.4% |
| Admin fee / account holder | $2 | $337-99.3% | $12,998-100.0% | $430-99.5% |