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 | $838 |
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 | $73,747 | $49,451+49.1% | $79,550-7.3% | $66,914+10.2% |
| Participation rate | 75.6% | 61.3%+14.3pp | 69.5%+6.1pp | 69.8%+5.8pp |
| Annual return | -13.18% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,517 | $1,266+98.9% | $2,413+4.3% | $2,544-1.1% |
| Participant deferral / active EE | $8,381 | $3,159+165.4% | $3,985+110.3% | $4,237+97.8% |
| Admin fee / account holder | $6 | $595-99.0% | $6,832-99.9% | $593-99.0% |