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 | $134,201 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $55,000 |
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 | $65,423 | $95,388-31.4% | $125,339-47.8% | $77,904-16.0% |
| Participation rate | 92.5% | 78.6%+13.9pp | 82.4%+10.2pp | 73.7%+18.9pp |
| Annual return | -15.19% | 116.19%-131.4pp | 572.05%-587.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,879 | $3,666+5.8% | $4,814-19.4% | $2,848+36.2% |
| Participant deferral / active EE | $16,445 | $7,711+113.3% | $7,446+120.8% | $4,806+242.2% |
| Admin fee / account holder | $92 | $119-22.7% | $10,010-99.1% | $133-30.7% |