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 | $42,423 |
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 | $183,548 | $100,227+83.1% | $169,993+8.0% | $74,419+146.6% |
| Participation rate | 89.7% | 87.3%+2.4pp | 87.0%+2.7pp | 70.7%+19.0pp |
| Annual return | 26.33% | 66.08%-39.8pp | 53.37%-27.0pp | 34.38%-8.1pp |
| Employer contribution / active EE | $9,260 | $4,263+117.2% | $6,785+36.5% | $2,637+251.1% |
| Participant deferral / active EE | $27,156 | $7,143+280.2% | $10,408+160.9% | $4,528+499.7% |
| Admin fee / account holder | $66 | $234-71.8% | $12,815-99.5% | $348-81.0% |