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 27 · EIN 47-1411118 | Advisory (Plan) | $49,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,258 |
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 | $72,335 | $40,385+79.1% | $80,569-10.2% | $74,419-2.8% |
| Participation rate | 92.5% | 47.4%+45.1pp | 67.0%+25.5pp | 70.7%+21.8pp |
| Annual return | 26.44% | 164.85%-138.4pp | 935.43%-909.0pp | 34.38%-7.9pp |
| Employer contribution / active EE | $4,325 | $1,496+189.0% | $2,723+58.8% | $2,637+64.0% |
| Participant deferral / active EE | $10,774 | $2,674+302.9% | $4,447+142.2% | $4,528+137.9% |
| Admin fee / account holder | $151 | $720-79.1% | $5,377-97.2% | $348-56.7% |