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 | $9,134 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,594 | $88,083-30.1% | $164,813-62.6% | $74,495-17.3% |
| Participation rate | 79.1% | 73.0%+6.1pp | 78.6%+0.5pp | 67.2%+11.9pp |
| Annual return | 14.23% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,508 | $2,593-3.3% | $4,341-42.2% | $2,623-4.4% |
| Participant deferral / active EE | $3,579 | $4,498-20.4% | $6,031-40.7% | $4,346-17.6% |
| Admin fee / account holder | $48 | $2,234-97.8% | $12,690-99.6% | $1,942-97.5% |