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 |
|---|---|---|
MONETA GROUP LLC9+ years Service code 16 · EIN 20-1903821 | Consulting | $75,000 |
CORRELL CO.9+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $53,893 |
SELDEN FOX, LTD.9+ years Service code 10 · EIN 36-2985770 | Accounting | $12,900 |
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 | $56,055 | $99,078-43.4% | $96,544-41.9% | $74,419-24.7% |
| Participation rate | 98.0% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 17.61% | 22.48%-4.9pp | 25.84%-8.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,690 | $2,570+4.7% | $2,965-9.3% | $2,637+2.0% |
| Participant deferral / active EE | $6,791 | $4,933+37.7% | $4,851+40.0% | $4,528+50.0% |
| Admin fee / account holder | $185 | $225-17.7% | $8,252-97.8% | $348-46.9% |