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 9-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 15 · EIN 30-0219031 | Recordkeeping | $11,601 |
Employer contribution per participant 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 | $77,653 | $79,171-1.9% | $102,423-24.2% | $74,495+4.2% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 11.56% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $8 | $2,362-99.6% | $3,023-99.7% | $2,623-99.7% |
| Participant deferral / active EE | $4,021 | $4,415-8.9% | $5,053-20.4% | $4,346-7.5% |
| Admin fee / account holder | $57 | $2,001-97.1% | $9,451-99.4% | $1,942-97.0% |