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 | $17,231 |
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 | $66,801 | $122,186-45.3% | $146,958-54.5% | $199,593-66.5% |
| Participation rate | 90.2% | 78.3%+11.9pp | 82.2%+8.0pp | 72.0%+18.2pp |
| Annual return | 34.05% | 30.56%+3.5pp | 418.34%-384.3pp | 34.25%-0.2pp |
| Employer contribution / active EE | $2,404 | $4,093-41.3% | $4,933-51.3% | $3,034-20.8% |
| Participant deferral / active EE | $16,361 | $8,502+92.4% | $8,070+102.7% | $5,087+221.6% |
| Admin fee / account holder | $17 | $179-90.5% | $12,998-99.9% | $269-93.7% |