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 9-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 | $4,381 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,362 | $106,028-63.8% | $146,958-73.9% | $77,643-50.6% |
| Participation rate | 79.0% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 27.11% | 56.73%-29.6pp | 418.34%-391.2pp | 31.24%-4.1pp |
| Employer contribution / active EE | $4 | $4,063-99.9% | $4,933-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $7,947 | $7,990-0.5% | $8,070-1.5% | $4,647+71.0% |
| Admin fee / account holder | $13 | $337-96.1% | $12,998-99.9% | $430-97.0% |