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 | $3,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,152 | $91,407+323.5% | $135,903+184.9% | $71,457+441.8% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 22.11% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $18,823 | $3,703+408.2% | $4,856+287.6% | $2,588+627.4% |
| Participant deferral / active EE | $10,878 | $7,092+53.4% | $7,758+40.2% | $4,289+153.6% |
| Admin fee / account holder | $18 | $1,266-98.5% | $10,762-99.8% | $1,587-98.8% |