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 | $37,367 |
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 | $138,463 | $104,317+32.7% | $159,436-13.2% | $86,799+59.5% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.8%+11.0pp | 72.3%+21.5pp |
| Annual return | 19.08% | 26.32%-7.2pp | 263.57%-244.5pp | 97.91%-78.8pp |
| Employer contribution / active EE | $5,184 | $3,451+50.2% | $4,829+7.3% | $2,405+115.5% |
| Participant deferral / active EE | $15,519 | $6,837+127.0% | $7,352+111.1% | $4,131+275.7% |
| Admin fee / account holder | $69 | $172-59.7% | $10,799-99.4% | $170-59.0% |