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 | -$7,479 |
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 | $121,792 | $65,390+86.3% | $169,368-28.1% | $71,457+70.4% |
| Participation rate | 79.4% | 67.0%+12.5pp | 77.1%+2.3pp | 67.9%+11.5pp |
| Annual return | 16.04% | 21.31%-5.3pp | 405.60%-389.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,602 | $2,079+25.2% | $4,013-35.2% | $2,588+0.5% |
| Participant deferral / active EE | $3,193 | $4,367-26.9% | $6,221-48.7% | $4,289-25.5% |
| Admin fee / account holder | -$49 | $1,324-103.7% | $9,003-100.5% | $1,587-103.1% |