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 15 · EIN 13-3689044 | Recordkeeping | $37,668 |
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 | $19,671 | $50,982-61.4% | $154,803-87.3% | $85,563-77.0% |
| Participation rate | 91.4% | 59.8%+31.6pp | 78.1%+13.3pp | 66.0%+25.4pp |
| Annual return | 13.36% | 30.35%-17.0pp | 58.88%-45.5pp | 31.51%-18.2pp |
| Employer contribution / active EE | $898 | $1,708-47.4% | $4,305-79.1% | $2,654-66.1% |
| Participant deferral / active EE | $3,043 | $2,474+23.0% | $5,540-45.1% | $4,375-30.5% |
| Admin fee / account holder | $70 | $846-91.8% | $14,329-99.5% | $834-91.7% |