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 | $14,553 |
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 | $19,311 | $56,485-65.8% | $185,823-89.6% | $86,799-77.8% |
| Participation rate | 95.8% | 65.5%+30.3pp | 81.7%+14.1pp | 72.3%+23.5pp |
| Annual return | 17.06% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $957 | $1,843-48.1% | $5,167-81.5% | $2,405-60.2% |
| Participant deferral / active EE | $3,458 | $2,553+35.4% | $5,568-37.9% | $4,131-16.3% |
| Admin fee / account holder | $40 | $150-73.1% | $16,237-99.8% | $170-76.3% |