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 | $97,888 |
Service code 16 · EIN 47-1411118 | Consulting | $42,215 |
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 | $37,797 | $62,624-39.6% | $177,989-78.8% | $77,643-51.3% |
| Participation rate | 74.5% | 66.8%+7.6pp | 77.1%-2.6pp | 70.6%+3.9pp |
| Annual return | 14.48% | 16.16%-1.7pp | 294.48%-280.0pp | 31.24%-16.8pp |
| Employer contribution / active EE | $814 | $1,909-57.4% | $3,949-79.4% | $2,726-70.2% |
| Participant deferral / active EE | $3,061 | $4,219-27.4% | $6,276-51.2% | $4,647-34.1% |
| Admin fee / account holder | $230 | $386-40.3% | $10,363-97.8% | $430-46.5% |