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 & COMPANY7 years Service code 27 · EIN 95-4569995 | Advisory (Plan) | $116,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,165 |
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 | $78,427 | $106,028-26.0% | $146,958-46.6% | $77,643+1.0% |
| Participation rate | 91.6% | 78.4%+13.2pp | 82.2%+9.4pp | 70.6%+21.0pp |
| Annual return | 18.29% | 56.73%-38.4pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $4,304 | $4,063+5.9% | $4,933-12.7% | $2,726+57.9% |
| Participant deferral / active EE | $11,740 | $7,990+46.9% | $8,070+45.5% | $4,647+152.6% |
| Admin fee / account holder | $185 | $337-45.2% | $12,998-98.6% | $430-57.0% |