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 | $109,863 |
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 | $81,570 | $82,202-0.8% | $125,339-34.9% | $64,808+25.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 82.4%+8.5pp | 71.5%+19.4pp |
| Annual return | -16.62% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,875 | $3,615+7.2% | $4,814-19.5% | $2,506+54.7% |
| Participant deferral / active EE | $5,258 | $7,175-26.7% | $7,446-29.4% | $4,310+22.0% |
| Admin fee / account holder | $187 | $163+14.8% | $10,010-98.1% | $188-0.2% |