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 48-1205033 | Recordkeeping | $20,646 |
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 | $69,737 | $81,248-14.2% | $155,509-55.2% | $80,856-13.8% |
| Participation rate | 87.6% | 66.2%+21.4pp | 78.2%+9.5pp | 67.6%+20.0pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,081 | $3,100-65.1% | $4,672-76.9% | $2,755-60.8% |
| Participant deferral / active EE | $3,268 | $3,452-5.3% | $5,626-41.9% | $4,296-23.9% |
| Admin fee / account holder | $193 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |