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 | $15,766 |
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 | $80,712 | $100,923-20.0% | $150,045-46.2% | $74,304+8.6% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 96.07% | 51.77%+44.3pp | 62.55%+33.5pp | 29.43%+66.6pp |
| Employer contribution / active EE | $5,621 | $3,463+62.3% | $4,693+19.8% | $2,241+150.8% |
| Participant deferral / active EE | $16,508 | $6,709+146.0% | $7,997+106.4% | $3,767+338.2% |
| Admin fee / account holder | $79 | $2,767-97.1% | $13,435-99.4% | $2,969-97.3% |