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 | $17,983 |
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 | $66,463 | $89,808-26.0% | $100,391-33.8% | $77,643-14.4% |
| Participation rate | 71.7% | 81.2%-9.5pp | 81.5%-9.8pp | 70.6%+1.1pp |
| Annual return | 17.65% | 20.62%-3.0pp | 49.20%-31.6pp | 31.24%-13.6pp |
| Employer contribution / active EE | $4,287 | $3,039+41.1% | $3,942+8.8% | $2,726+57.3% |
| Participant deferral / active EE | $5,219 | $8,284-37.0% | $8,082-35.4% | $4,647+12.3% |
| Admin fee / account holder | $84 | $174-51.6% | $7,899-98.9% | $430-80.4% |