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 | $12,133 |
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 | $47,623 | $107,459-55.7% | $135,903-65.0% | $80,160-40.6% |
| Participation rate | 92.5% | 78.0%+14.5pp | 81.9%+10.6pp | 72.9%+19.6pp |
| Annual return | 44.00% | 91.91%-47.9pp | 68.23%-24.2pp | 40.38%+3.6pp |
| Employer contribution / active EE | $2,394 | $3,877-38.3% | $4,856-50.7% | $2,978-19.6% |
| Participant deferral / active EE | $13,611 | $8,195+66.1% | $7,758+75.5% | $5,017+171.3% |
| Admin fee / account holder | $20 | $127-83.9% | $10,762-99.8% | $145-85.9% |