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 15 · EIN 35-0145825 | Recordkeeping | $64,714 |
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 | $21,005 | $50,982-58.8% | $154,803-86.4% | $85,563-75.5% |
| Participation rate | 91.0% | 59.8%+31.2pp | 78.1%+12.9pp | 66.0%+25.0pp |
| Annual return | 19.04% | 30.35%-11.3pp | 58.88%-39.8pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,418 | $1,708-17.0% | $4,305-67.1% | $2,654-46.6% |
| Participant deferral / active EE | $3,144 | $2,474+27.1% | $5,540-43.2% | $4,375-28.1% |
| Admin fee / account holder | $20 | $846-97.7% | $14,329-99.9% | $834-97.7% |