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 27 · EIN 04-2675571 | Advisory (Plan) | $27,723 |
NATIONWIDE3 years Service code 26 · EIN 31-4156830 | Advisory (Participants) | $21,411 |
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 | $67,825 | $82,978-18.3% | $129,995-47.8% | $71,457-5.1% |
| Participation rate | 80.6% | 74.1%+6.5pp | 78.5%+2.1pp | 67.9%+12.7pp |
| Annual return | 17.96% | 20.60%-2.6pp | -137.18%+155.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,194 | $2,622+21.8% | $4,320-26.1% | $2,588+23.4% |
| Participant deferral / active EE | $8,176 | $4,432+84.5% | $5,820+40.5% | $4,289+90.6% |
| Admin fee / account holder | $150 | $1,729-91.3% | $10,614-98.6% | $1,587-90.6% |