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 | $59,734 |
CORPFINANCIAL2 years Service code 13 7050 FAIN PARK DRIVE · MONTGOMERY, AL 36117 | Contract Administrator | $28,552 |
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 | $98,021 | $129,021-24.0% | $184,203-46.8% | $77,643+26.2% |
| Participation rate | 98.7% | 87.3%+11.3pp | 86.8%+11.9pp | 70.6%+28.1pp |
| Annual return | 14.23% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,750 | $4,413-37.7% | $6,427-57.2% | $2,726+0.9% |
| Participant deferral / active EE | $5,045 | $7,297-30.9% | $9,131-44.7% | $4,647+8.6% |
| Admin fee / account holder | $226 | $254-11.0% | $13,901-98.4% | $430-47.5% |