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 | -$30,995 |
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 | $63,054 | $95,274-33.8% | $135,903-53.6% | $74,419-15.3% |
| Participation rate | 94.2% | 78.2%+16.0pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 37.68% | 32.77%+4.9pp | 68.23%-30.6pp | 34.38%+3.3pp |
| Employer contribution / active EE | $1,907 | $3,874-50.8% | $4,856-60.7% | $2,637-27.7% |
| Participant deferral / active EE | $11,213 | $7,782+44.1% | $7,758+44.5% | $4,528+147.6% |
| Admin fee / account holder | -$71 | $266-126.8% | $10,762-100.7% | $348-120.5% |