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 | $98,268 |
HARBOUR INVESTMENTS INC2 years Service code 99 · EIN 39-1571149 | Other Fees | $47,142 |
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 | $121,381 | $108,549+11.8% | $156,263-22.3% | $85,563+41.9% |
| Participation rate | 96.7% | 77.1%+19.6pp | 78.9%+17.8pp | 66.0%+30.7pp |
| Annual return | 13.23% | 21.79%-8.6pp | 59.47%-46.2pp | 31.51%-18.3pp |
| Employer contribution / active EE | $4,067 | $2,690+51.2% | $4,333-6.1% | $2,654+53.3% |
| Participant deferral / active EE | $7,875 | $4,800+64.0% | $6,158+27.9% | $4,375+80.0% |
| Admin fee / account holder | $278 | $650-57.2% | $14,255-98.0% | $834-66.6% |