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 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $167,411 | $122,239+37.0% | $184,203-9.1% | $74,495+124.7% |
| Participation rate | 91.0% | 85.5%+5.5pp | 86.8%+4.2pp | 67.2%+23.8pp |
| Annual return | 21.29% | 19.95%+1.3pp | 28.81%-7.5pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $5,199 | $4,537+14.6% | $6,427-19.1% | $2,623+98.2% |
| Participant deferral / active EE | $15,114 | $7,139+111.7% | $9,131+65.5% | $4,346+247.8% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |