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 26 · EIN 71-0294708 | Advisory (Participants) | $8,283 |
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 | $63,894 | $50,956+25.4% | $96,562-33.8% | $86,799-26.4% |
| Participation rate | 74.9% | 65.2%+9.7pp | 69.8%+5.1pp | 72.3%+2.7pp |
| Annual return | 15.43% | 21.27%-5.8pp | 37.78%-22.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $645 | $1,111-41.9% | $2,356-72.6% | $2,405-73.2% |
| Participant deferral / active EE | $5,178 | $2,954+75.3% | $3,849+34.5% | $4,131+25.4% |
| Admin fee / account holder | $27 | $166-83.8% | $6,181-99.6% | $170-84.1% |