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 37 · EIN 04-2647786 | Loan Processing | $78,046 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
WRIGHT FORD YOUNG & CO6 years Service code 10 · EIN 95-3288054 | Accounting | $14,500 |
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 | $66,970 | $89,436-25.1% | $164,813-59.4% | $77,643-13.7% |
| Participation rate | 92.7% | 78.6%+14.1pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 15.23% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,626 | $2,569+2.2% | $4,341-39.5% | $2,726-3.6% |
| Participant deferral / active EE | $5,717 | $4,897+16.8% | $6,031-5.2% | $4,647+23.0% |
| Admin fee / account holder | $158 | $339-53.6% | $12,690-98.8% | $430-63.4% |