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 35-0145825 | Recordkeeping | $11,227 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,087 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,457 | $48,795+118.2% | $65,493+62.5% | $84,808+25.5% |
| Participation rate | 76.4% | 67.0%+9.4pp | 73.1%+3.3pp | 68.3%+8.1pp |
| Annual return | 8.68% | 20.20%-11.5pp | 982.45%-973.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $3,383 | $1,930+75.3% | $2,574+31.4% | $2,631+28.6% |
| Participant deferral / active EE | $4,370 | $2,928+49.2% | $3,961+10.3% | $4,212+3.8% |
| Admin fee / account holder | $58 | $3,877-98.5% | $5,028-98.8% | $7,344-99.2% |