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 8-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 19 · EIN 51-0396365 | Securities Custodian | $327,382 |
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 | $36,905 | $56,095-34.2% | $178,490-79.3% | $90,288-59.1% |
| Participation rate | 83.8% | 65.6%+18.3pp | 81.9%+1.9pp | 73.4%+10.5pp |
| Annual return | 13.72% | 28.81%-15.1pp | 151.07%-137.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $2,956 | $1,572+88.0% | $5,011-41.0% | $2,524+17.1% |
| Participant deferral / active EE | $4,245 | $2,669+59.0% | $5,202-18.4% | $4,232+0.3% |
| Admin fee / account holder | $46 | $101-53.8% | $13,984-99.7% | $114-59.2% |