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 | $1,230 |
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 | $82,340 | $75,183+9.5% | $123,892-33.5% | $55,167+49.3% |
| Participation rate | 97.2% | 72.8%+24.4pp | 81.4%+15.8pp | 69.0%+28.2pp |
| Annual return | 6.66% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,257 | $2,823-20.1% | $4,617-51.1% | $1,963+15.0% |
| Participant deferral / active EE | $3,008 | $5,084-40.8% | $5,984-49.7% | $3,054-1.5% |
| Admin fee / account holder | $154 | $663-76.7% | $8,357-98.2% | $504-69.4% |