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 6-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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,177 | $44,960-77.4% | $84,966-88.0% | $74,495-86.3% |
| Participation rate | 96.6% | 49.4%+47.2pp | 67.5%+29.1pp | 67.2%+29.4pp |
| Annual return | 16.04% | 26.24%-10.2pp | 66.38%-50.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $6,352 | $1,457+335.9% | $2,727+132.9% | $2,623+142.2% |
| Participant deferral / active EE | $2,627 | $2,731-3.8% | $4,519-41.9% | $4,346-39.6% |
| Admin fee / account holder | $27 | $2,209-98.8% | $6,149-99.6% | $1,942-98.6% |