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 04-2647786 | Recordkeeping Fees | -$11,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,869 | $82,202-41.8% | $125,339-61.8% | $64,808-26.1% |
| Participation rate | 91.5% | 77.9%+13.7pp | 82.4%+9.1pp | 71.5%+20.1pp |
| Annual return | -21.02% | 3.48%-24.5pp | 572.05%-593.1pp | 32.82%-53.8pp |
| Employer contribution / active EE | $1,636 | $3,615-54.8% | $4,814-66.0% | $2,506-34.7% |
| Participant deferral / active EE | $9,536 | $7,175+32.9% | $7,446+28.1% | $4,310+121.2% |
| Admin fee / account holder | -$32 | $163-119.8% | $10,010-100.3% | $188-117.2% |