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 15 · EIN 30-0219031 | Recordkeeping | $41,293 |
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 | $85,474 | $79,171+8.0% | $102,423-16.5% | $74,495+14.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.37% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,394 | $2,362+1.3% | $3,023-20.8% | $2,623-8.7% |
| Participant deferral / active EE | $5,323 | $4,415+20.6% | $5,053+5.3% | $4,346+22.5% |
| Admin fee / account holder | $217 | $2,001-89.1% | $9,451-97.7% | $1,942-88.8% |