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 | $62,857 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $61,224 |
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 | $130,911 | $155,364-15.7% | $103,476+26.5% | $77,643+68.6% |
| Participation rate | 96.5% | 85.5%+11.0pp | 80.5%+16.0pp | 70.6%+25.9pp |
| Annual return | 17.58% | 19.02%-1.4pp | 23.90%-6.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $6,753 | $5,949+13.5% | $4,672+44.6% | $2,726+147.8% |
| Participant deferral / active EE | $13,870 | $8,482+63.5% | $6,623+109.4% | $4,647+198.4% |
| Admin fee / account holder | $124 | $503-75.3% | $9,413-98.7% | $430-71.1% |