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 47-1411118 | Advisory (Plan) | $23,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,177 |
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 | $64,417 | $87,870-26.7% | $113,168-43.1% | $74,304-13.3% |
| Participation rate | 75.8% | 70.7%+5.0pp | 76.6%-0.8pp | 60.3%+15.4pp |
| Annual return | 13.57% | 26.44%-12.9pp | 24.27%-10.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $743 | $2,277-67.4% | $2,975-75.0% | $2,241-66.8% |
| Participant deferral / active EE | $5,700 | $4,241+34.4% | $5,107+11.6% | $3,767+51.3% |
| Admin fee / account holder | $261 | $3,368-92.3% | $12,068-97.8% | $2,969-91.2% |