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 | $79,243 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $49,986 |
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 | $116,076 | $331,159-64.9% | $112,887+2.8% | $74,419+56.0% |
| Participation rate | 96.8% | 81.4%+15.4pp | 80.5%+16.3pp | 70.7%+26.1pp |
| Annual return | 26.79% | 21.62%+5.2pp | 34.10%-7.3pp | 34.38%-7.6pp |
| Employer contribution / active EE | $5,973 | $5,469+9.2% | $4,563+30.9% | $2,637+126.5% |
| Participant deferral / active EE | $12,533 | $8,097+54.8% | $6,513+92.4% | $4,528+176.8% |
| Admin fee / account holder | $141 | $281-49.9% | $7,047-98.0% | $348-59.5% |