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 15 · EIN 30-0219031 | Recordkeeping | $40,417 |
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 | $23,857 | $55,415-56.9% | $155,509-84.7% | $74,495-68.0% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.6pp | 67.2%+30.5pp |
| Annual return | 14.12% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,488 | $2,836-12.3% | $5,626-55.8% | $4,346-42.7% |
| Admin fee / account holder | $146 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |