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 6-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 32-0781448 | Advisory (Participants) | $8,285 |
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 | $44,549 | $88,634-49.7% | $101,326-56.0% | $74,304-40.0% |
| Participation rate | 96.7% | 76.9%+19.8pp | 81.5%+15.2pp | 60.3%+36.3pp |
| Annual return | 68.55% | 33.10%+35.5pp | 36.82%+31.7pp | 29.43%+39.1pp |
| Employer contribution / active EE | $4,026 | $2,930+37.4% | $3,665+9.8% | $2,241+79.6% |
| Participant deferral / active EE | $9,009 | $7,322+23.0% | $7,994+12.7% | $3,767+139.1% |
| Admin fee / account holder | $44 | $2,425-98.2% | $11,185-99.6% | $2,969-98.5% |