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 | $28,895 |
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 | $36,588 | $39,019-6.2% | $80,716-54.7% | $85,850-57.4% |
| Participation rate | 90.4% | 41.5%+48.9pp | 54.2%+36.3pp | 69.3%+21.1pp |
| Annual return | 15.25% | 26.27%-11.0pp | 87.28%-72.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,512 | $722+109.4% | $1,160+30.3% | $2,565-41.1% |
| Participant deferral / active EE | $4,885 | $1,326+268.5% | $2,146+127.7% | $3,952+23.6% |
| Admin fee / account holder | $172 | $2,431-92.9% | $3,380-94.9% | $6,260-97.3% |