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) | $24,242 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $19,089 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,033 | $101,317-47.7% | $146,958-63.9% | $74,495-28.8% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.2pp | 67.2%+21.2pp |
| Annual return | 12.82% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,676 | $3,810-56.0% | $4,933-66.0% | $2,623-36.1% |
| Participant deferral / active EE | $5,254 | $7,303-28.1% | $8,070-34.9% | $4,346+20.9% |
| Admin fee / account holder | $152 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |