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 7-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 | $48,819 |
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 | $67,212 | $93,131-27.8% | $106,548-36.9% | $86,799-22.6% |
| Participation rate | 93.3% | 81.4%+11.9pp | 76.1%+17.2pp | 72.3%+21.1pp |
| Annual return | 18.51% | 19.45%-0.9pp | 26.80%-8.3pp | 97.91%-79.4pp |
| Employer contribution / active EE | $1,237 | $2,895-57.3% | $2,819-56.1% | $2,405-48.6% |
| Participant deferral / active EE | $8,297 | $4,708+76.2% | $4,398+88.7% | $4,131+100.9% |
| Admin fee / account holder | $102 | $145-29.9% | $7,407-98.6% | $170-40.0% |