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 47-1411118 | Advisory (Plan) | $41,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,626 |
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 | $88,593 | $95,274-7.0% | $135,903-34.8% | $74,419+19.0% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.5pp | 70.7%+20.7pp |
| Annual return | 21.49% | 32.77%-11.3pp | 68.23%-46.7pp | 34.38%-12.9pp |
| Employer contribution / active EE | $2,941 | $3,874-24.1% | $4,856-39.4% | $2,637+11.5% |
| Participant deferral / active EE | $10,521 | $7,782+35.2% | $7,758+35.6% | $4,528+132.3% |
| Admin fee / account holder | $36 | $266-86.4% | $10,762-99.7% | $348-89.6% |