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 01-0233346 | Recordkeeping | $577 |
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 | $38,033 | $77,660-51.0% | $109,143-65.2% | $79,386-52.1% |
| Participation rate | 75.5% | 67.8%+7.7pp | 75.9%-0.4pp | 70.7%+4.8pp |
| Annual return | 13.50% | 23.44%-9.9pp | 25.75%-12.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,321 | $2,797-52.8% | $3,722-64.5% | $2,427-45.6% |
| Participant deferral / active EE | $3,801 | $3,518+8.1% | $4,653-18.3% | $4,046-6.0% |
| Admin fee / account holder | $33 | $732-95.5% | $6,752-99.5% | $626-94.8% |