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 5-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 | $3,090 |
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 | $43,513 | $79,013-44.9% | $100,391-56.7% | $74,495-41.6% |
| Participation rate | 92.1% | 79.5%+12.7pp | 81.5%+10.7pp | 67.2%+24.9pp |
| Annual return | 20.04% | 20.41%-0.4pp | 49.20%-29.2pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,584 | $7,760+113.7% | $8,082+105.2% | $4,346+281.6% |
| Admin fee / account holder | $19 | $1,320-98.6% | $7,899-99.8% | $1,942-99.0% |