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) | $21,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,042 | $58,655+97.8% | $91,989+26.1% | $65,185+78.0% |
| Participation rate | 92.3% | 75.3%+17.0pp | 78.6%+13.7pp | 70.2%+22.1pp |
| Annual return | 32.90% | 33.92%-1.0pp | 69.02%-36.1pp | 29.38%+3.5pp |
| Employer contribution / active EE | $4,098 | $2,080+97.0% | $3,452+18.7% | $2,177+88.3% |
| Participant deferral / active EE | $14,408 | $5,474+163.2% | $5,923+143.3% | $3,514+310.0% |
| Admin fee / account holder | $80 | $434-81.6% | $7,743-99.0% | $847-90.6% |