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 64 · EIN 71-0294708 | Recordkeeping Fees | $53,774 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,726 | $79,171-51.1% | $102,423-62.2% | $74,495-48.0% |
| Participation rate | 87.4% | 74.8%+12.6pp | 76.5%+10.9pp | 67.2%+20.2pp |
| Annual return | 10.63% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,015 | $2,362-57.0% | $3,023-66.4% | $2,623-61.3% |
| Participant deferral / active EE | $2,863 | $4,415-35.2% | $5,053-43.3% | $4,346-34.1% |
| Admin fee / account holder | $210 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |