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 | $44,525 |
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 | $29,205 | $73,360-60.2% | $177,989-83.6% | $74,495-60.8% |
| Participation rate | 90.8% | 66.6%+24.1pp | 77.1%+13.7pp | 67.2%+23.6pp |
| Annual return | 16.24% | 17.49%-1.2pp | 294.48%-278.2pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,537 | $4,513+89.1% | $6,276+36.0% | $4,346+96.4% |
| Admin fee / account holder | $124 | $1,808-93.1% | $10,363-98.8% | $1,942-93.6% |