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 6-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 | $15,303 |
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 | $73,792 | $68,346+8.0% | $94,646-22.0% | $75,163-1.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 28.46% | 616.93%-588.5pp | 156.71%-128.2pp | 160.62%-132.2pp |
| Employer contribution / active EE | $9,830 | $2,701+264.0% | $3,672+167.7% | $2,670+268.2% |
| Participant deferral / active EE | $16,609 | $6,537+154.1% | $7,418+123.9% | $4,125+302.6% |
| Admin fee / account holder | $117 | $5,326-97.8% | $7,231-98.4% | $5,651-97.9% |