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 | $66,145 |
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 | $102,344 | $107,459-4.8% | $135,903-24.7% | $80,160+27.7% |
| Participation rate | 95.2% | 78.0%+17.2pp | 81.9%+13.3pp | 72.9%+22.3pp |
| Annual return | 20.91% | 91.91%-71.0pp | 68.23%-47.3pp | 40.38%-19.5pp |
| Employer contribution / active EE | $3,852 | $3,877-0.6% | $4,856-20.7% | $2,978+29.4% |
| Participant deferral / active EE | $13,858 | $8,195+69.1% | $7,758+78.6% | $5,017+176.2% |
| Admin fee / account holder | $49 | $127-61.2% | $10,762-99.5% | $145-66.1% |