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 21 · EIN 66-0561870 | Bank Trustee | $7,284 |
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 | $53,521 | $49,915+7.2% | $154,803-65.4% | $74,304-28.0% |
| Participation rate | 85.5% | 54.0%+31.5pp | 78.1%+7.4pp | 60.3%+25.1pp |
| Annual return | 13.95% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $842 | $1,611-47.8% | $4,305-80.4% | $2,241-62.4% |
| Participant deferral / active EE | $2,543 | $2,255+12.8% | $5,540-54.1% | $3,767-32.5% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |