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 4-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 | $103,550 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $27,083 |
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 | $47,356 | $122,693-61.4% | $184,203-74.3% | $199,593-76.3% |
| Participation rate | 93.0% | 86.8%+6.2pp | 86.8%+6.2pp | 72.0%+21.1pp |
| Annual return | 16.79% | 143.91%-127.1pp | 28.81%-12.0pp | 34.25%-17.5pp |
| Employer contribution / active EE | $2,244 | $4,584-51.1% | $6,427-65.1% | $3,034-26.0% |
| Participant deferral / active EE | $6,439 | $7,990-19.4% | $9,131-29.5% | $5,087+26.6% |
| Admin fee / account holder | $70 | $121-42.0% | $13,901-99.5% | $269-74.0% |