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 26 · EIN 71-0294708 | Advisory (Participants) | $4,547 |
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 | $68,622 | $60,488+13.4% | $109,895-37.6% | $79,386-13.6% |
| Participation rate | 90.7% | 67.0%+23.6pp | 74.2%+16.4pp | 70.7%+20.0pp |
| Annual return | 14.48% | 189.57%-175.1pp | 29.45%-15.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,396 | $1,649-15.3% | $2,842-50.9% | $2,427-42.5% |
| Participant deferral / active EE | $4,357 | $3,220+35.3% | $4,048+7.6% | $4,046+7.7% |
| Admin fee / account holder | $19 | $605-96.9% | $6,066-99.7% | $626-97.0% |