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 | $38,599 |
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 | $42,163 | $56,317-25.1% | $71,209-40.8% | $74,304-43.3% |
| Participation rate | 94.8% | 55.1%+39.7pp | 73.8%+21.1pp | 60.3%+34.5pp |
| Annual return | 17.60% | 42.83%-25.2pp | 282.51%-264.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,228 | $2,160-43.1% | $2,721-54.9% | $2,241-45.2% |
| Participant deferral / active EE | $2,549 | $2,788-8.6% | $4,175-39.0% | $3,767-32.3% |
| Admin fee / account holder | $219 | $2,290-90.4% | $5,349-95.9% | $2,969-92.6% |