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 13-3689044 | Recordkeeping | $56,458 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
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 | $39,942 | $60,607-34.1% | $189,557-78.9% | $86,799-54.0% |
| Participation rate | 97.5% | 68.9%+28.6pp | 78.4%+19.1pp | 72.3%+25.2pp |
| Annual return | 14.88% | 65.18%-50.3pp | 64.17%-49.3pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,180 | $1,626+34.1% | $4,412-50.6% | $2,405-9.4% |
| Participant deferral / active EE | $8,108 | $3,895+108.2% | $6,174+31.3% | $4,131+96.3% |
| Admin fee / account holder | $98 | $159-38.1% | $9,807-99.0% | $170-42.0% |