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 7-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 |
|---|---|---|
FIIOC1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $5,403 |
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 | $67,201 | $101,317-33.7% | $146,958-54.3% | $74,495-9.8% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 36.11% | 8730.91%-8694.8pp | 418.34%-382.2pp | 1364.94%-1328.8pp |
| Employer contribution / active EE | $4,207 | $3,810+10.4% | $4,933-14.7% | $2,623+60.4% |
| Participant deferral / active EE | $16,303 | $7,303+123.2% | $8,070+102.0% | $4,346+275.1% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |