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 | $12,833 |
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 | $30,599 | $58,320-47.5% | $86,436-64.6% | $66,914-54.3% |
| Participation rate | 84.8% | 78.6%+6.2pp | 80.3%+4.5pp | 69.8%+15.0pp |
| Annual return | -9.20% | -9.71%+0.5pp | 4394.89%-4404.1pp | 1.58%-10.8pp |
| Employer contribution / active EE | $82 | $2,615-96.9% | $3,769-97.8% | $2,544-96.8% |
| Participant deferral / active EE | $4,846 | $6,899-29.8% | $6,952-30.3% | $4,237+14.4% |
| Admin fee / account holder | $123 | $546-77.4% | $6,731-98.2% | $593-79.2% |