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 10-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 | $319 |
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 | $67,123 | $104,475-35.8% | $159,436-57.9% | $79,386-15.4% |
| Participation rate | 82.7% | 76.6%+6.1pp | 82.8%-0.1pp | 70.7%+12.0pp |
| Annual return | 16.93% | 67.95%-51.0pp | 263.57%-246.6pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,245 | $6,467-3.4% | $7,352-15.1% | $4,046+54.4% |
| Admin fee / account holder | $6 | $711-99.2% | $10,799-99.9% | $626-99.1% |