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 4-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 | $44,931 |
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 | $21,482 | $65,390-67.1% | $169,368-87.3% | $71,457-69.9% |
| Participation rate | 94.9% | 67.0%+27.9pp | 77.1%+17.7pp | 67.9%+27.0pp |
| Annual return | 23.47% | 21.31%+2.2pp | 405.60%-382.1pp | 28.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,903 | $4,367+149.7% | $6,221+75.2% | $4,289+154.2% |
| Admin fee / account holder | $95 | $1,324-92.9% | $9,003-98.9% | $1,587-94.0% |