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 | $33,014 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,336 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,475 | $72,607-52.5% | $90,749-62.0% | $66,914-48.5% |
| Participation rate | 90.9% | 73.7%+17.2pp | 75.7%+15.2pp | 69.8%+21.1pp |
| Annual return | -15.74% | -12.28%-3.5pp | -12.16%-3.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $396 | $2,369-83.3% | $2,921-86.4% | $2,544-84.4% |
| Participant deferral / active EE | $3,549 | $3,977-10.8% | $4,564-22.2% | $4,237-16.2% |
| Admin fee / account holder | $184 | $707-74.0% | $8,445-97.8% | $593-69.1% |