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 55 · EIN 38-2722519 | Other Commissions | $27,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
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 | $86,465 | $101,317-14.7% | $146,958-41.2% | $74,495+16.1% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 16.77% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,568 | $3,810-58.8% | $4,933-68.2% | $2,623-40.2% |
| Participant deferral / active EE | $8,279 | $7,303+13.4% | $8,070+2.6% | $4,346+90.5% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |