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 47-1411118 | Advisory (Plan) | $31,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,973 |
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 | $86,874 | $84,556+2.7% | $116,228-25.3% | $74,304+16.9% |
| Participation rate | 88.9% | 66.0%+22.9pp | 74.6%+14.4pp | 60.3%+28.6pp |
| Annual return | 16.84% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,532 | $2,168+62.9% | $2,994+18.0% | $2,241+57.6% |
| Participant deferral / active EE | $6,540 | $3,814+71.5% | $4,953+32.0% | $3,767+73.6% |
| Admin fee / account holder | $262 | $3,792-93.1% | $11,989-97.8% | $2,969-91.2% |