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 82-1364595 | Advisory (Plan) | $22,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,021 |
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 | $99,248 | $78,485+26.5% | $106,213-6.6% | $74,495+33.2% |
| Participation rate | 94.7% | 72.8%+21.9pp | 75.3%+19.5pp | 67.2%+27.5pp |
| Annual return | 31.36% | 15.95%+15.4pp | 116.14%-84.8pp | 1364.94%-1333.6pp |
| Employer contribution / active EE | $3,537 | $2,523+40.2% | $3,171+11.5% | $2,623+34.9% |
| Participant deferral / active EE | $6,935 | $4,322+60.4% | $5,016+38.3% | $4,346+59.6% |
| Admin fee / account holder | $284 | $2,232-87.3% | $11,033-97.4% | $1,942-85.4% |