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 | $38,968 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $33,888 |
Annual investment return 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 | $42,935 | $50,956-15.7% | $96,562-55.5% | $86,799-50.5% |
| Participation rate | 97.7% | 65.2%+32.5pp | 69.8%+27.9pp | 72.3%+25.4pp |
| Annual return | 12.15% | 21.27%-9.1pp | 37.78%-25.6pp | 97.91%-85.8pp |
| Employer contribution / active EE | $1,004 | $1,111-9.6% | $2,356-57.4% | $2,405-58.3% |
| Participant deferral / active EE | $5,577 | $2,954+88.8% | $3,849+44.9% | $4,131+35.0% |
| Admin fee / account holder | $163 | $166-1.8% | $6,181-97.4% | $170-3.9% |