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 | $24,547 |
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 | $83,281 | $84,936-1.9% | $111,297-25.2% | $79,386+4.9% |
| Participation rate | 97.2% | 75.9%+21.3pp | 77.3%+19.9pp | 70.7%+26.5pp |
| Annual return | 13.55% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,540 | $1,979-22.2% | $2,731-43.6% | $2,427-36.6% |
| Participant deferral / active EE | $5,888 | $3,888+51.4% | $4,487+31.2% | $4,046+45.5% |
| Admin fee / account holder | $148 | $537-72.5% | $7,964-98.1% | $626-76.4% |