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 01-0233346 | Recordkeeping | $1,506 |
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 | $28,833 | $59,159-51.3% | $159,960-82.0% | $66,914-56.9% |
| Participation rate | 87.4% | 68.1%+19.3pp | 78.0%+9.5pp | 69.8%+17.6pp |
| Annual return | 5.61% | -12.26%+17.9pp | 408.60%-403.0pp | 1.58%+4.0pp |
| Employer contribution / active EE | $565 | $1,983-71.5% | $4,226-86.6% | $2,544-77.8% |
| Participant deferral / active EE | $3,118 | $4,395-29.0% | $6,182-49.6% | $4,237-26.4% |
| Admin fee / account holder | $199 | $591-66.2% | $8,698-97.7% | $593-66.4% |