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 | $73,498 |
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 | $83,443 | $95,388-12.5% | $125,339-33.4% | $77,904+7.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.1pp | 73.7%+23.8pp |
| Annual return | -14.84% | 116.19%-131.0pp | 572.05%-586.9pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,908 | $3,666+6.6% | $4,814-18.8% | $2,848+37.2% |
| Participant deferral / active EE | $13,635 | $7,711+76.8% | $7,446+83.1% | $4,806+183.7% |
| Admin fee / account holder | $54 | $119-54.9% | $10,010-99.5% | $133-59.5% |