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 |
|---|---|---|
S L REED & COMPANY6 years Service code 27 · EIN 95-4569995 | Advisory (Plan) | $83,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,973 |
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 | $63,806 | $95,274-33.0% | $135,903-53.1% | $74,419-14.3% |
| Participation rate | 95.6% | 78.2%+17.4pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 26.83% | 32.77%-5.9pp | 68.23%-41.4pp | 34.38%-7.6pp |
| Employer contribution / active EE | $4,283 | $3,874+10.5% | $4,856-11.8% | $2,637+62.4% |
| Participant deferral / active EE | $11,043 | $7,782+41.9% | $7,758+42.4% | $4,528+143.9% |
| Admin fee / account holder | $117 | $266-56.1% | $10,762-98.9% | $348-66.4% |