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 | $44,331 |
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 | $27,760 | $55,415-49.9% | $155,509-82.1% | $74,495-62.7% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,251 | $2,267-0.7% | $4,672-51.8% | $2,623-14.2% |
| Participant deferral / active EE | $2,112 | $2,836-25.5% | $5,626-62.5% | $4,346-51.4% |
| Admin fee / account holder | $172 | $1,738-90.1% | $15,912-98.9% | $1,942-91.1% |