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 | $119,645 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $27,500 |
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 | $89,549 | $107,459-16.7% | $135,903-34.1% | $80,160+11.7% |
| Participation rate | 95.1% | 78.0%+17.0pp | 81.9%+13.2pp | 72.9%+22.1pp |
| Annual return | 31.64% | 91.91%-60.3pp | 68.23%-36.6pp | 40.38%-8.7pp |
| Employer contribution / active EE | $4,125 | $3,877+6.4% | $4,856-15.1% | $2,978+38.5% |
| Participant deferral / active EE | $17,828 | $8,195+117.5% | $7,758+129.8% | $5,017+255.3% |
| Admin fee / account holder | $72 | $127-43.3% | $10,762-99.3% | $145-50.4% |