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 64 · EIN 71-0294708 | Recordkeeping Fees | $5,195 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,298 | $77,503+55.2% | $100,391+19.8% | $80,856+48.8% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 12.58% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,380 | $2,801+56.4% | $3,942+11.1% | $2,755+59.0% |
| Participant deferral / active EE | $10,053 | $6,820+47.4% | $8,082+24.4% | $4,296+134.0% |
| Admin fee / account holder | $52 | $5,897-99.1% | $7,899-99.3% | $6,918-99.2% |