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 27 · EIN 59-2937883 | Advisory (Plan) | $66,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,575 |
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 | $81,899 | $64,612+26.8% | $86,436-5.2% | $64,808+26.4% |
| Participation rate | 95.8% | 81.5%+14.4pp | 80.3%+15.5pp | 71.5%+24.4pp |
| Annual return | 52.93% | 0.66%+52.3pp | 4394.89%-4342.0pp | 32.82%+20.1pp |
| Employer contribution / active EE | $3,765 | $2,744+37.2% | $3,769-0.1% | $2,506+50.2% |
| Participant deferral / active EE | $8,302 | $7,497+10.7% | $6,952+19.4% | $4,310+92.6% |
| Admin fee / account holder | $204 | $169+21.0% | $6,731-97.0% | $188+8.9% |