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 9-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 27 · EIN 04-2675571 | Advisory (Plan) | $9,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,551 |
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 | $55,996 | $78,485-28.7% | $106,213-47.3% | $74,495-24.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 75.3%+17.0pp | 67.2%+25.1pp |
| Annual return | 0.00% | 15.95%-15.9pp | 116.14%-116.1pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,264 | $2,523-49.9% | $3,171-60.2% | $2,623-51.8% |
| Participant deferral / active EE | $2,359 | $4,322-45.4% | $5,016-53.0% | $4,346-45.7% |
| Admin fee / account holder | $89 | $2,232-96.0% | $11,033-99.2% | $1,942-95.4% |