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 | $22,131 |
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 | $69,973 | $101,317-30.9% | $146,958-52.4% | $74,495-6.1% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 20.78% | 8730.91%-8710.1pp | 418.34%-397.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $5,928 | $3,810+55.6% | $4,933+20.2% | $2,623+126.0% |
| Participant deferral / active EE | $21,300 | $7,303+191.7% | $8,070+163.9% | $4,346+390.1% |
| Admin fee / account holder | $195 | $1,739-88.8% | $12,998-98.5% | $1,942-89.9% |