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 | $37,994 |
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 | $51,846 | $71,516-27.5% | $98,439-47.3% | $71,457-27.4% |
| Participation rate | 98.8% | 72.7%+26.1pp | 75.2%+23.6pp | 67.9%+30.8pp |
| Annual return | 24.63% | 32.41%-7.8pp | 21.16%+3.5pp | 28.85%-4.2pp |
| Employer contribution / active EE | $4,569 | $2,399+90.4% | $3,048+49.9% | $2,588+76.6% |
| Participant deferral / active EE | $15,319 | $4,109+272.8% | $4,738+223.3% | $4,289+257.2% |
| Admin fee / account holder | $194 | $1,675-88.4% | $8,948-97.8% | $1,587-87.7% |