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 | $88,652 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,825 |
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 | $92,520 | $127,481-27.4% | $149,696-38.2% | $90,288+2.5% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.5%+14.8pp | 73.4%+24.0pp |
| Annual return | 18.43% | 57.78%-39.3pp | 276.60%-258.2pp | 53.97%-35.5pp |
| Employer contribution / active EE | $3,725 | $3,448+8.1% | $4,644-19.8% | $2,524+47.6% |
| Participant deferral / active EE | $12,662 | $6,975+81.5% | $6,842+85.1% | $4,232+199.2% |
| Admin fee / account holder | $70 | $152-53.5% | $9,309-99.2% | $114-38.2% |