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 13-3689044 | Recordkeeping | $11,128 |
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 | $53,021 | $106,028-50.0% | $146,958-63.9% | $77,643-31.7% |
| Participation rate | 98.9% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 23.43% | 56.73%-33.3pp | 418.34%-394.9pp | 31.24%-7.8pp |
| Employer contribution / active EE | $5,772 | $4,063+42.1% | $4,933+17.0% | $2,726+111.8% |
| Participant deferral / active EE | $10,973 | $7,990+37.3% | $8,070+36.0% | $4,647+136.1% |
| Admin fee / account holder | $22 | $337-93.5% | $12,998-99.8% | $430-94.9% |