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 64 · EIN 04-2647786 | Recordkeeping Fees | $3,657 |
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 | $105,258 | $109,881-4.2% | $150,045-29.8% | $84,808+24.1% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.4pp | 68.3%+30.5pp |
| Annual return | 20.35% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,906 | $3,561+65.9% | $4,693+25.9% | $2,631+124.5% |
| Participant deferral / active EE | $11,188 | $6,636+68.6% | $7,997+39.9% | $4,212+165.7% |
| Admin fee / account holder | $65 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |