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 42-1445429 | Other Fees | $11,771 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,708 | $78,485-69.8% | $106,213-77.7% | $74,495-68.2% |
| Participation rate | 82.0% | 72.8%+9.2pp | 75.3%+6.7pp | 67.2%+14.8pp |
| Annual return | 13.80% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,214 | $2,523-51.9% | $3,171-61.7% | $2,623-53.7% |
| Participant deferral / active EE | $3,535 | $4,322-18.2% | $5,016-29.5% | $4,346-18.6% |
| Admin fee / account holder | $66 | $2,232-97.0% | $11,033-99.4% | $1,942-96.6% |