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 |
|---|---|---|
RKL LLP6 years Service code 10 · EIN 23-2108173 | Accounting | $11,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,329 |
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 | $79,570 | $185,342-57.1% | $111,297-28.5% | $86,799-8.3% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.3%+18.0pp | 72.3%+23.0pp |
| Annual return | 16.21% | 500.80%-484.6pp | 54.65%-38.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $977 | $2,246-56.5% | $2,731-64.2% | $2,405-59.4% |
| Participant deferral / active EE | $5,322 | $4,458+19.4% | $4,487+18.6% | $4,131+28.8% |
| Admin fee / account holder | $61 | $255-76.1% | $7,964-99.2% | $170-64.0% |