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 | $108,989 |
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 | $80,386 | $78,419+2.5% | $133,956-40.0% | $73,409+9.5% |
| Participation rate | 80.9% | 78.6%+2.3pp | 79.8%+1.1pp | 72.2%+8.8pp |
| Annual return | 16.14% | 33.35%-17.2pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,575 | $2,044+26.0% | $3,919-34.3% | $2,234+15.3% |
| Participant deferral / active EE | $9,689 | $3,925+146.8% | $5,048+91.9% | $3,805+154.6% |
| Admin fee / account holder | $95 | $161-41.0% | $8,927-98.9% | $158-39.7% |