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 04-2647786 | Recordkeeping | $91,318 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,184 | $47,746+786.3% | $70,164+503.1% | $74,419+468.7% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.8%+18.3pp | 70.7%+26.4pp |
| Annual return | 20.87% | 18.37%+2.5pp | 18.87%+2.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $13,249 | $2,297+476.8% | $4,287+209.1% | $2,637+402.4% |
| Participant deferral / active EE | $20,227 | $3,187+534.7% | $5,395+274.9% | $4,528+346.7% |
| Admin fee / account holder | $79 | $567-86.0% | $4,561-98.3% | $348-77.2% |