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 99 · EIN 04-2675571 | Other Fees | $12,787 |
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 | $12,031 | $73,867-83.7% | $143,757-91.6% | $68,494-82.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $395 | $3,184-87.6% | $4,951-92.0% | $2,596-84.8% |
| Participant deferral / active EE | $2,196 | $3,384-35.1% | $5,637-61.0% | $4,027-45.5% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |