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 | -$1,090 |
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 | $185,336 | $101,317+82.9% | $146,958+26.1% | $74,495+148.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.46% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $20,323 | $3,810+433.4% | $4,933+312.0% | $2,623+674.8% |
| Participant deferral / active EE | $19,710 | $7,303+169.9% | $8,070+144.2% | $4,346+353.5% |
| Admin fee / account holder | -$8 | $1,739-100.5% | $12,998-100.1% | $1,942-100.4% |