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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,245 | $65,908+38.4% | $81,812+11.5% | $77,643+17.5% |
| Participation rate | 77.1% | 65.8%+11.3pp | 72.3%+4.8pp | 70.6%+6.5pp |
| Annual return | 18.31% | 26.64%-8.3pp | 773.79%-755.5pp | 31.24%-12.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $15,786 | $3,505+350.3% | $4,319+265.5% | $4,647+239.7% |
| Admin fee / account holder | $12 | $526-97.7% | $7,386-99.8% | $430-97.2% |