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 64 · EIN 71-0294708 | Recordkeeping Fees | $14,477 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,289 |
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 | $73,243 | $88,890-17.6% | $102,423-28.5% | $77,643-5.7% |
| Participation rate | 86.1% | 80.9%+5.2pp | 76.5%+9.6pp | 70.6%+15.5pp |
| Annual return | 15.81% | 24.98%-9.2pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,367 | $2,698-12.2% | $3,023-21.7% | $2,726-13.2% |
| Participant deferral / active EE | $6,286 | $5,145+22.2% | $5,053+24.4% | $4,647+35.3% |
| Admin fee / account holder | $19 | $235-92.1% | $9,451-99.8% | $430-95.7% |