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 13 · EIN 42-0127290 | Contract Administrator | $63,758 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 49 · EIN 38-2492570 | Other Services | $17,120 |
RBC WEALTH MANAGEMENT4 years Service code 16 · EIN 41-1416330 | Consulting | $9,371 |
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 | $126,905 | $88,890+42.8% | $102,423+23.9% | $77,643+63.4% |
| Participation rate | 92.0% | 80.9%+11.1pp | 76.5%+15.5pp | 70.6%+21.4pp |
| Annual return | 12.36% | 24.98%-12.6pp | 29.32%-17.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $5,757 | $2,698+113.4% | $3,023+90.4% | $2,726+111.2% |
| Participant deferral / active EE | $4,630 | $5,145-10.0% | $5,053-8.4% | $4,647-0.4% |
| Admin fee / account holder | $219 | $235-6.9% | $9,451-97.7% | $430-49.1% |